Santa Rosa

Mike Indart

CFP

Associate Wealth Advisor

3550 Round Barn Blvd., #212
Santa Rosa, CA 95403

Mike Indart

Professional Certifications

  • CFP – CERTIFIED FINANCIAL PLANNER professional

About Mike

As an associate wealth advisor, Mike Indart enjoys helping people better understand what they can do to improve their financial situation. He connects particularly well with highly engaged clients. No matter where someone is in their financial journey, he believes people need to take an active role and establish a sound plan as soon as possible.

For him, the most rewarding aspect is serving all walks of clients. He finds it especially gratifying when a client not only seeks input but appreciates the work and guidance he provides when helping them achieve their goals. His connection with clients is backed by the Santa Rosa team. Working in a collaborative environment with experienced advisors has helped him grow in his role and better serve others.

Previously, Mike worked for Franklin Templeton Investments and as a retirement services district manager for ADP. Most recently, was a private banker for Wells Fargo before joining Buckingham in 2017.

Mike is a CERTIFIED FINANCIAL PLANNERTM professional . He attended California State University at Chico where he studied organizational communication. Outside of work, he is married with two young children. In his free time, he enjoys working on home projects, hiking and golfing.