progress is the celebration of life

Mike Broker, CFP®

Your Advisor on the Journey to Health & Wealth

As a Certified Financial Planner™ and a Certified Personal Trainer, Mike Broker is in the unique position of professionally seeing and utilizing the overlap between fitness and wealth to help Americans understand and reach for their goals in both areas of their lives.

FINANCIAL PLANNING
& FITNESS SUCCESS

Research shows that improving your health often leads to improving your wealth. Fitness and Finances are closely related and adhere to similar rules.

By combining his passions for fitness and finances, Mike believes that working toward a more robust future financial well-being is very similar to working toward better future health. They both take a long-term view, making more good decisions than bad ones over a long period. They also require an attitude of no shortcuts to success, whatever your definition of success may be.

LOOKING FOR A FINANCIAL ADVISOR?

The overlap between health & wealth

People can save up to $6,000 per year with healthier habits.1
An affluent 25-year-old will live six years longer than someone the same age who is less financially secure.2
People who take at least 10,000 steps a day are more likely to maintain a budget.3

As of 2010, up to half of premature deaths in the U.S. are due to preventable factors such as poor diet and lack of exercise.4

1 Rutgers New Jersey Agricultural Experience, 2016.
2 Virginia Commonwealth University Center on Society and Health, “Income and Health Initiative”, 2015.
3 Communicating on Wealth and Health, Deloitte Consulting LLP
4 “Measuring the Risks and Causes of Premature Death: Summary of Workshops,” National Research Council (NRC) and Institute of Medicine, 2015.

MORE ON MIKE

As a Certified Financial Planner™ (CFP) and Certified Personal Trainer, Mike Broker is uniquely qualified to identify the overlap between fitness and wealth. Mike is passionate about helping Americans understand and simultaneously pursue success in both areas – ultimately transforming their lives. Mike understands the need to work consistently to get results and is passionate about sharing, teaching, and coaching – helping others easily understand how to establish healthy habits today will lead to long-term stability and success.

Starting his career with Trilogy in the beginning stages of the Great Recession of 2008, he quickly gained experience helping clients recover and get ahead during a difficult time. His current role as Chief Strategy Officer provides him a larger platform to highlight the noble work of the Financial Advisor. From overseeing the tools used for Trilogy clients to building out the path for the firm to innovate and grow, his vision and fortitude are ensuring that Trilogy continues to provide exceptional service and value to its clients. Additionally, Mike, who has his MBA from the University of Denver, has been featured in local and national publications including: 9News Denver, fiduciarynews.com, and Forbes Magazine for his expertise and insights in financial planning and wealth management.

Mike believes in investing in his community and currently serves as a member of the Board of Directors for Make a Wish Colorado, helping others achieve dreams they believe may be out of reach. He lives in Centennial, Colorado, with his wife, three kids, and their dog.

“For more than ten years, I have used proven coaching strategies to help clients strive for their most important financial goals through behavior modification and sound planning.”

- Mike Broker, CFP®