Michael Lutz - Retirement Planners of America

Michael Lutz

Background

Michael was born and raised in Dallas, TX and graduated from W.T. White High School. He then moved to Los Angeles, CA after high school and worked in the TV/Film Industry for about 9 years as an actor, producer, and casting coordinator. He decided to make the change to the finance industry and came back to Dallas and attended the COX Business School at SMU, graduating with a degree in finance. He currently lives in Trophy Club, TX with his wife of 8 years, Lori, and their two beautiful sons, Jordan, and Riley, who are ages 7 and 4.

Business Philosophy

Michael’s business philosophy is to make sure he tries his best to do what’s right for the client and what he believes is in their best interest. He believes it is important to keep the clients informed and educated on their financial plan and what RPOA is doing to help them achieve it.

Education

High School: W.T. White
College: SMU, Cox School of Business – Bachelor of Finance
Certified Financial Planner™

Business Experience

Michael started his career in finance at Fidelity Investments in the Private Client Group, servicing the High-Net-Worth clients for a few years and then moved to institutional sales. As an Investment Consultant at Fidelity, he worked with advisors across the industry, helping them build their portfolios, implementing new business strategies, and reaching their clients with timely and relevant information.

After Fidelity, Michael went to work with Fisher Investments, followed by Westlake Wealth Management, where he worked with clients to help them develop and implement financial plans designed to help them reach their financial goals. Michael came to RPOA as an advisor, because he truly believes RPOA cares about their clients, always striving to do what’s right based on the firm’s core values.

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