Michael Jennings
Financial Consultant
Michael Fisher Jennings
Financial Consultant
As a Financial Consultant within the Cambridge Wealth Strategies Practice Group, Michael Fisher Jennings works with individuals and business owners to help them plan for retirement. In this role, he guides clients in defining their retirement objectives and then creates strategies to help them toward achieving those objectives. With over 14 years in the industry, Michael brings a wealth of experience to what are inevitably complex matters.
Michael believes investment allocation is not only a science but also an art, and that putting it all together properly is the key. He stays abreast of current macroeconomic and legislative issues, proactively bringing investment ideas forward to clients when appropriate. Above all, he thinks it is essential to get a retirement plan in place because, “if something happens, you’re ready, and you’re one step ahead.”
With the volatile market in recent years and the vast amount of data available to clients through the internet & other media outlets, Michael thinks it is important to help clients sort through the information and make sense of it. He encourages his team to listen and to maintain a high level of interactive service. “People communicate in different ways,” he says. “We need to reach a mutual understanding of what the goals are and what the strategies will be.”
Recognized for his excellence, Michael has been honored with numerous company and industry awards for his outstanding professional performance, including the Circle of Excellence, Centurion and National Leaders Corps Awards from AXA Advisors and the Five-Star Wealth Manager AwardSM from dBusiness and HOUR Magazine. He has attended both Oxford University in England and the University of Michigan, and is one of an exclusive group of AXA Advisors professionals nationwide to receive a certificate in retirement planning from the prestigious Wharton School.*
CCG Team Member Since: 2008
Credentials, Designations and Memberships:
- University of Michigan, Honors College
- Oxford University, St. Edmund Hall College: Undergraduate Work
BA with Highest Distinction & High Honors in English, Sub-concentration in Creative Writing
BA with Highest Distinction in Philosophy
Branstrom Scholar and Angell Scholar Recipient - Wharton School of Business, University of Pennsylvania, Retirement Planning Specialist*
- Chairman of the Board, Homes for Autism
- Multi-Year Qualifier, Million Dollar Round Table
- AXA Advisors: Circle of Excellence Award, Centurion Award & National Leaders Corps Award
- AXA Advisors, 2017 Hall of Fame Induction
- Five-Star Wealth Manager AwardSM, Multi-Year Winner, dBusiness & HOUR Magazine
Personal Interests: Michael devotes many hours to working with an organization that provides residences and respite care for individuals with autism. He currently resides in Birmingham with his two sons.
Contact:
mjennings@cambridge-cg.com
* Retirement Planning Specialist title awarded by AXA Advisors, based upon receipt of Certificate in Retirement Planning from The Wharton School, University ofPennsylvania. Michael Fisher Jennings (CA Insurance Lic. #: 0G33025) offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC.Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC, which conducts business in CA as AXA Network Insurance Agency of California, LLC. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. AXA Advisors and AXA Network do not provide tax or legal advice or services. All AXA Advisors and AXA Network business, including product/service offerings related to qualified plans, is conducted under the d/b/a name of Cambridge Wealth Strategies and within the Wealth Strategies Practice Group of Cambridge Consulting Group. Cambridge Consulting Group (comprising Cambridge Wealth Strategies, Cambridge Benefits Consulting and Cambridge Risk Management) is not a registered investment advisor and is not owned by, operated by or affiliated with AXA Advisors or AXA Network. 136056 (04/18) (exp.04/20)