The Sum is a group of highly-motivated CERTIFIED FINANCIAL PLANNER™ professionals, bringing a simple and accountable approach to financial planning.
03/08/2022
Financial Planner Spotlight!
Meet Mike Bard. Mike is a dad, husband, pilot, Ironman, and an incredible financial planner. Need financial advice? Give Mike a shout.
https://www.thesumplanning.com/mike-bard
We’re back and we have BIG news to share. The Sum is growing again! Meet Mike Bard, CFP®, CWS®. Mike brings decades of financial planning experience with him to The Sum.
Welcome to the team!
01/05/2022
https://www.woodlandsonline.com/npps/story.cfm?nppage=71939
The Sum Welcomes Experienced Financial Advisor To Team, Relocates To The Woodlands The Sum recently added financial advisor Marc Laviage, CFP®, to its team of professionals, enhancing the capabilities of this rapidly-growing wealth management firm.
Do you mind if we take a moment to brag about one of our team members? Meet Chris Melber, CFP®. From his research expertise to advice and operations, Chris brings so much to our team. And did we mention, he’s an excellent advisor too?
https://www.thesumplanning.com/christopher-melber
Great things are happening at The Sum. Help us welcome our newest advisor Marc Laviage, CFP®! Marc brings a deep knowledge of financial planning to the team. We are thrilled that he has joined us! Stay tuned for more exciting news.
https://www.thesumplanning.com/marc-laviage
08/28/2019
It's been a busy year at The Sum! Listen in to hear how we got started. Special thanks to Alan and the crew for the invite!
Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn The founder of The Sum shares how he achieved explosive growth with his firm.
02/13/2019
Michael Rahn, CFP® at The Sum provides clients with roadmap to financial success Read Michael Rahn, CFP® at The Sum provides clients with roadmap to financial success in The Woodlands Tx Business News on Woodlands Online
02/12/2019
Disrupting the way savvy investors plan!
Michael Rahn, CFP® at The Sum provides clients with roadmap to financial success Read Michael Rahn, CFP® at The Sum provides clients with roadmap to financial success in The Woodlands Tx Business News on Woodlands Online
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