Michael R. Brown

Partner

Michael Brown joined ClearPoint Financial in 2006 and serves as a Retirement Plan Consultant for the firm. Prior to joining ClearPoint Financial, Mr. Brown served 14 years at Morgan Stanley Smith Barney, most recently as the Corporate Client Director of 401(k) Plans. Michael has authored articles on retirement benefit plans and is a sought-after industry speaker.

He earned a Bachelor of Arts degree in Business Administration from the University of Alaska, Anchorage, where his undergraduate experience included two years abroad in Venezuela.

Mr. Brown has earned Chartered Retirement Plan Specialist (CRPS) and Accredited Investment Fiduciary® designations, and holds FINRA Series 7, 63, 65 with LPL Financial He is an investment advisor representative with Financial Advocates Investment Management. He and his wife and two children reside in Kirkland, WA.

Contact Michael R. Brown

mbrown@clearpoint401k.com
206.905.8120

Services

From the beginning, our vision has been to create the premier retirement plan consulting firm – one that understands and supports the unique needs of plan sponsors and the select group of advisors serving them Learn More >

Resources

As your trusted retirement plan consulting firm, we invite you to use the following resources and reports to compare client plans, view investment links, and use financial calculators. Learn More >

Schedule a Consultation

We welcome the opportunity to meet with you to discuss your financial needs. (763) 231-7535 Minneapolis (206) 905-8100 Seattle (503) 236-7200 Portland (925) 258-0079 San Fransisco jmcdonald@channel-financial.com