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Michael M
CFP®, Series 63
Austin, TX
Mullett Financial LLC
Michael Mullett III is a CFP® professional with over 41 years of experience in the financial services industry. He is the principal of Mullett Financial LLC, an independent advisory firm based in Austin, TX. Prior to founding Mullett Financial in 2023, he held various roles at Charles Schwab and Schwab Wealth Advisory for more than two decades. He also maintains an insurance license to assist clients in identifying insurance products as part of his financial planning services. Mullett Financial LLC provides financial planning and portfolio management to individuals, high-net-worth clients, foundations, charitable organizations, and businesses. The firm manages approximately $27 million in client assets and employs a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory and value investing frameworks to create customized investment strategies tailored to each client’s objectives and risk tolerance.
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