Mike Lehman | LPL Financial Advisor | Focus Wealth Strategies

Mike Lehman MBA, CFP®

CEO of Focus Wealth Strategies, LPL Financial Advisor

Growing up in the farm lands near Van Wert, Ohio, I understood the value of hard work at a young age cutting weeds out of the fields and baling hay in the summer. My wife, Jill, and I moved to Florida in 1992 and raised two now adult children in the Brandon area. I enjoy watching Football (O-H), playing games and completing puzzles with family, and playing golf in my spare time.

As a registered investment professional since 1994, I founded Focus Wealth Strategies and earned my Certified Financial Planner professional designation in 2007.  That was also the year I completed Dave Ramsey’s Financial Peace University. I quickly recognized that the common-sense principals Dave teaches paralleled those of my own. Through the program I have helped countless families put together a savings and investment plan for their future.

In addition to overseeing daily operations and steering the firm’s overall growth, I work closely with clients to create long-term, personalized financial plans that define their goals and design portfolios that can help them.

Professional Designations and Registrations:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 6 Investment Company and Variable Contracts Products Representative
  • Series 7 General Securities Registration through LPL Financial
  • Series 24 General Securities Principal through LPL Financial
  • Series 66 Uniform Combined State Law Exam through LPL Financial
  • 215 Life Including Variable Annuity & Health Insurance
  • Series 6, 7, 24, 66 held through LPL Financial

Affiliations:

  • Member – New Hope United Methodist Church
  • Member – The Greater Riverview Chamber of Commerce
  • Member – Partners in Networking (PIN)
  • Supporter – Hope for Her Florida