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Mike Troxell
Founder and Financial Planner
Professional Background
Mike Troxell is an accomplished finance professional, entrepreneur, and seasoned coach with a diverse career that extends across various domains including finance, investments, and athletic coaching. He is best known as the Principal and Founder of Modern Financial Planning, where he blends his extensive expertise in tax and investment management to provide tailored financial strategies for his clients.
Previous to founding Modern Financial Planning, Mike held a significant role as a Senior Investment & Tax Associate at Wetherby Asset Management, where he was instrumental in guiding clients through complex financial landscapes, ensuring tax efficiency and maximizing investment returns. His foundational experience began as a Tax Associate at Bregante + Company LLP, where he gained valuable insights into the world of tax planning and compliance. This strong background in finance and tax has enabled him to develop a robust skill set that he utilizes to help individuals and businesses achieve their financial goals.
In addition to his finance career, Mike has also excelled in the world of sports. Notably, he served as the Program Director and Men's Head Coach for Lightweight Rowing at the prestigious University of California, Berkeley. His leadership and coaching acumen not only helped the team achieve competitive success but also instilled valuable life skills in his athletes, emphasizing discipline, teamwork, and resilience.
Mike's earlier career involved multiple roles at Rexel Holdings USA, Corp., where he progressively climbed the corporate ladder from Junior Analyst to Operations Lead. This experience provided him with comprehensive knowledge of operations, sourcing, and service delivery, thus honing his skills in management and strategic planning. His early career also included a role as a Service Representative at John Hancock and as a Junior Analyst at Merrill Lynch, where he developed a solid foundation in customer service and analytical skills.
Education and Achievements
Mike earned his Bachelor of Science degree from Northeastern University, a reputed institution known for its innovative approach to education. This academic background laid the groundwork for his impressive career trajectory in finance and management.
Throughout his professional journey, Mike has achieved numerous milestones, particularly in financial planning and coaching. As the founder of Modern Financial Planning, he has built a practice that prides itself on providing comprehensive financial solutions, focusing on personalized service and strategic insight. His commitment to education and mentorship in finance and sports remains a guiding principle in his professional ethos.
Achievements
- Founder of Modern Financial Planning: Mike established this firm to offer clients personalized financial strategies that cater to their unique goals. His innovative approach has helped many navigate their financial journeys.
- Senior Investment & Tax Associate at Wetherby Asset Management: In this role, he played a vital role in enhancing client investment outcomes and tax efficiency.
- Head Coach at UC Berkeley: His contributions to the rowing team not only cultivated athletic prowess but also built character and leadership skills among his athletes, significantly impacting their personal development.
- Career Progression at Rexel Holdings: Mike’s roles from Junior Analyst to Operations Lead demonstrate his versatility and capability in the corporate environment, showcasing his ability to adapt and excel in various functions within a single organization.
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Mike Troxell: Accomplished Finance Professional and Coach