Michael Unger Financial Planning Association Board
Michael Unger Appointed to Financial Planning Association of Miami's Board of Directors
SOUTH FLORIDA CITYBIZLIST
Coral Gables Trust Company (CGTC), the largest independent and privately held trust company headquartered in South Florida with over $1.5 billion in assets under management, is pleased to announce that Michael Unger, Assistant Vice President and Investment Officer, has been appointed to the Board of Financial Planning Association (FPA) of Miami. Unger serves as Co-Chair of Membership and Networking, as well as Board Secretary.
The FPA of Miami is the regional chapter of the Financial Planning Association (FPA®), the national leadership and advocacy organization representing the financial planning community and CFP® professionals. The chapter focuses on the advancement of knowledge in financial planning, supporting programs and projects that help the public learn the benefits of financial planning. The FPA of Miami seeks to elevate the profession that transform lives through the power of financial planning, and to provide value to its members and the community by upholding the highest ethical standards of integrity, and service.
At Coral Gables Trust Company, Unger works alongside the investment committee in evaluating and recommending optimum asset allocations for clients and in maintaining and rebalancing client portfolios. He has extensive experience in providing comprehensive financial planning and investment management for high-net-worth individuals, retirement plan sponsors, and retirement plan participants. A CERTIFIED FINANCIAL PLANNER™ practitioner, Unger holds a bachelor's degree in psychology with a double minor in economics and business administration from the University of Miami.
"It is an honor and privilege to serve on the leadership board of the prestigious FPA," said Unger. "I am looking forward to working alongside my fellow board members and peers to further the organization's mission to elevate the profession and promote the benefits of financial planning to Miami's diverse and vibrant community."
Coral Gables Trust Company was founded in 2004 by Chairman and CEO James W. Davidson to provide transparent, high-level wealth management and fiduciary services to local affluent and moderately high net worth families, non-profits, and professionals, CGTC has quickly developed into an industry leader - growing from a startup to an independent, privately-owned firm with 31 employees in three offices across Miami-Dade, Broward and Palm Beach counties. As the largest independent trust and wealth management firm headquartered in South Florida, the Firm's success is evidenced by its significant increase from $150 million in assets under management to more than $1.5 billion in the last eight years.