Accumulation - Management - Preservation (TM)
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"It’s not just your finances we’re planning, it’s the quality of the rest of your life.” -Harold Evensky
Us
Mike Dubis
Founder and Principal
Michael Dubis is a CERTIFIED FINANCIAL PLANNER (TM) and President of Michael A. Dubis Financial Planning, LLC, a locally owned & nationally recognized fee-only financial planning & investment management firm. Mike serves clients as their Family CFO, coordinating the financial planning, investments, and advisory team in the clients’ best interests.
The following are some highlights of Mike’s Career & Life:
(Please See Disclaimer Page regarding Awards from Third Parties)
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Named in the Top 40 Advisers under 40 nationwide in 2014 by Investment News.
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Named in best financial advisers for doctors nationwide in 2010 by Medical Economics.
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Past adjunct & guest lecturer on Real Estate in the Capital Markets at the University of Wisconsin Business School James A. Graaskamp Center for Real Estate.
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Past writer for “Financial Perspectives” for In Business Magazine.
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Interviewed and quoted by many local and national media venues, such as Money, Kiplinger, The Wall Street Journal, Milwaukee Journal Sentinel, Smart Money Magazine, Bloomberg.
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TV appearances included guest on CNBC Power Lunch and Madison’s WISC Channel 3 and WKOW 27.
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2007 Chair for the National Association of Personal Financial Advisors Annual Conference.
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Published locally and nationally on various thought-pieces on financial planning issues.
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Guest speaker for numerous national & local conferences.
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Named in 2003 as one of the Madison Area’s top 40 Executives Under the Age of 40.
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Past Chairman & President of the Southern Wisconsin Financial Planning Association (FPA).
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Past Board Member, Treasurer, and Investment Chair for Groundswell Conservancy (PKA: the Natural Heritage Land Trust).
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St. Francis Xavier School, Education Committee Chair.
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Wisconsin Real Estate Alumni Association local planning member.
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Graduate of the University of Wisconsin Real Estate and Urban Land Economics program.
Mike completes his life with his wife Shelley, two children, and their dogs & cat. He prides himself on being present with his wife and kids, cherishing the sound of little feet while he still can.
When on his own, he's an avid reader, health nut, enjoys photography, gardening, outdoors, is obsessed with downhill skiing, and devotes any remaining time to his pursuit of perfecting his fly-fishing skills.
The following "Awards" were given to Michael A Dubis referenced throughout this website. It is important to note MFP did not pay for any of these awards, the entities granting the awards are not clients of MPF, and all three awards were independently granted.
1. Medical Economics 2010 Best Advisor. This was the only year MFP received this award and the last year MFP applied for the award. Prior to 2011, Medical Economics required an involved review process and 10 years of experience before awarding this designation. This process is not available online to reference, but the process was conducted independently of MFP. After 2010, Medical Economics was sold to another publication company and no longer required what MFP thought was reasonable diligence. MFP refused to participate in the award process since MFP believed that the award was primarily given out if one was willing to pay for the award. MFP never paid Medical Economics to be awarded the 2010 nomination and refused to prospectively. The 2010 award was independently granted
2. InBusiness 40 Under 40. MFP was awarded this in 2003 for his contributions to the community and for starting a business. The 2003 nomination process is not available online, but the process was conducted independently of MFP. A current nomination process can be found here. http://www.ibmadison.com/In-Business-Madison/Surveys/40-Under-40-Submission-Form/ MFP did not pay for this award. MFP currently writes for IBMadison, but was not writing for IBMadison when he received the award. The 2003 award was independently granted.
3. Investment News 40 Under 40. MFP was awarded this in 2014 for his contributions to the industry. MFP was nominated by another advisor. Investment News then requested MFP complete a detailed intake to determine eligibility for the award. The 2014 application is not available online, but the 2016 application can be found here. http://www.investmentnews.com/article/20160301/FREE/160309998/nominate-your-best-for-investmentnews-40-under-40. Additional information can be found here. http://www.investmentnews.com/section/awards-and-recognition/40-under-40. MFP did not pay to be awarded this nomination. The 2014 award was independently granted.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MFP is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of MFP by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
We believe we have considered the various factors necessary to advertise an Award while also prominently display disclosures to accompany the Award advertisement.
Sue Chesney, MS, CFP®
Financial Planning
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Founder of Delegated Planning
Sue is the founder of Delegated Planning. Sue works behind-the-scenes with me to develop financial plans for clients. Sue has completed thousands of financial plans over the last two decades. Sue is well aware that crunching numbers is not really what financial planning is all about.
"I focus on positioning the advisor to understand the pressing issues, work through various strategies to tackle them, and clearly communicate the necessary actions without overwhelming the client. The delivery of advice and the ability to implement the agreed upon recommendations are the heart of financial planning. Honestly, I just love helping others, whether that’s clients, advisors or (ideally) both."
Sue graduated with a Bachelor of Science in Commerce from the University of Virginia and earned a master’s degree in Personal Financial Planning from the College for Financial Planning. Sue attained the CERTIFIED FINANCIAL PLANNER (TM) designation over 10 years ago. Sue continues to expand her planning knowledge through various memberships in study groups, attending conferences and webinars, as well as reading and listening to industry media. Sue is also member of the National Association of Personal Financial Advisors (NAPFA) and directs the Denver local study group, which meets bi-monthly to discuss relevant topics and collaborate with our peers.
Similar to Melanie, Sue works virtually, out of her home base near Denver.
"I love the outdoors and in fact, I’ve discovered that I’m solar-powered. Warming in the sun truly recharges me. This might include hiking/biking, snowboarding/snowshoeing, or just enjoying a book on the porch. Anytime that I can be outside is a fantastic day!
Melanie Jocson
Operations
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Founder of Virtual Partners Group
Intellectual capital is nothing without meticulous attention to the details. Melanie brings more than a decade of experience in administrative operations and client service for a variety of wealth advisor firms. She holds a bachelor's degree in economics from University of California - Los Angeles.
Melanie works with us as a virtual operation manager. She is the founder and ongoing president of Virtual Partners Group (VPG). With over 15 years of Operations experience, Melanie continues to create a space where virtual technology and operations collide, changing the face of back office as we know it at VPG.
In a nod toward the miracle of modern day efficiencies, Melanie will be working for you virtually, out of her home base near Los Angeles.
Melanie oversees operations and client administration. Clients enjoy continued personal access to Mike while Melanie oversees the details on matters such as account maintenance, office administration and a variety of other service needs.
When she’s not busy thinking of things for the team to do, you may find her with her husband Ricky and their two kids, or traveling the state on an adventurous quilt run.
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Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Michael A Dubis Financial Planning, LLC (MFP) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of MFP by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
Unless otherwise specifically indicated, the entities providing the below awards are not clients of Michael A Dubis Financial Planning, LLC (MFP), and MFP did not pay a fee to be considered for the award. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if MPF is engaged, or continues to be engaged, to provide investment advisory services, or should it be construed as a current or past endorsement of MFP by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Please see the Disclaimers page for additional information.
Link Disclaimer:
At certain places on Michael A. Dubis Financial Planning, LLC's Internet Site, live 'links' to other Internet sites can be accessed. That information being offered is strictly as a courtesy and convenience. Michael A. Dubis Financial Planning, LLC does not endorse, verify or attest to the accuracy or completeness of the content of the web sites that are linked and accepts no responsibility for their use or content. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness.
Neither an adviser’s experience or their professional credentials or designations should be viewed as the sole determining factor in obtaining or retaining their services. Please see our disclosure page for further information about the professional designations identified in this website. Professional designations and credentials, personalized services, experience or expertise of a particular adviser do not guarantee success of a particular investment or financial outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
Michael A Dubis Financial Planning, LLC is not affiliated with any of the entities listed.
Not all services will be appropriate or necessary for all clients. The potential value and benefit of our services vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The receipt of personalized and tailored services, or your access to financial or professional resources should not be construed as a guarantee of a particular outcome. Past performance, including performance derived from application of time-tested financial planning and investment processes, does not guarantee future results. All investing comes with risk, including risk of loss.