Mike Turi, CFP®, APMA™
Actionable Financial Guidance for Ambitious Young Families
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Serving Clients Nationwide
Actionable Financial Guidance for Ambitious Young Families
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Owning a Business
- Tax-Smart Accumulation Planning
About Mike Turi, CFP®, APMA™
Originally from Morristown, New Jersey, Mike Turi came to New Orleans to study and earn his BSM at the A.B. Freeman School of Business at Tulane University. Mike is a CERTIFIED FINANCIAL PLANNER™ and founded Upbeat Wealth to help families maximize their resources, share more purposeful experiences, and build lasting legacies.Engrained in the financial advisory community, Mike previously served as the Next Gen Chair on the Financial Planning Association of Louisiana chapter board and currently belongs to organizations such as the National Association of Personal Financial Advisors, XY Planning Network, and the Fee-Only Network.
When Mike isn’t trying to reshape the next generation of financial planning, he can be found in the St. Claude/Bywater neighborhoods of New Orleans, where he lives, works, and attempts to do pretty much everything else. You can frequently find him with his family in Crescent Park walking their neurotic German Shepherd, Smokey, and goofball Lab Pitt, Grady. When he is not giving out belly-rubs, he can be found trying new recipes and over-gardening their small yard. If he MUST leave the neighborhood, he is most likely biking to the Superdome.
As an advocate for New Orleans youth, Mike enjoys volunteering at Son of a Saint and coaching the Middle School lacrosse team at the Isidore Newman School.
Professional Designations
- Accredited Portfolio Management Advisor (APMA)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
2831 St. Claude Ave, New Orleans, LA 70117
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Are you looking for a financial planning process that excites and drives you toward a clearer future? Schedule a free 30-minute intro call!Offers Investment Management
Yes
About Upbeat Wealth
At Upbeat Wealth, we share an enthusiasm for neighbors, friends, and colleagues doing great things together. It is our honor to serve those who are the bedrock of what makes our communities so special – our innovators, leaders, and go-getters who bring us together and push us forward.As teachers, mentors, and partners, we guide awareness and create financial confidence through advocacy and financial best practices. It is rare that a day goes by without being inspired by our community in New Orleans. Therefore, we feel a keen sense of responsibility as advocates for financial education and to help improve the lives of our neighbors.
As fee-only fiduciary financial planners, you can count on us to remain objective in our advice and always put your interests first. No sales, no commissions. Just thoughtful guidance and transparent pricing.
Education
Tulane University - A.B. Freeman School of Business, Bachelor of Science in Management (BSM), Legal Studies in Business
Volunteer Experience
Financial Planning Association of Louisiana Board, Son of a Saint, Isidore Newman School Lacrosse Coach
Hobbies and Interests
- Cooking
- Family
- Gardening
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- LGBTQ Couples
- Newly Engaged / Newlywed
- Physicians
- Real Estate Investors
- Technology Professionals
- Young Families
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