Mike Lehman, MBA, CFP®
Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm’s overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help them pursue them.
A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER™ Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license.
Mike was first introduced to Dave Ramsey through Financial Peace University in 2007. Immediately, he recognized the common-sense principles Dave teaches paralleled those of his own. Considering Mike believes in Dave’s principles, it was a natural fit for him to become part of SmartVestor Pro™ where he has helped countless families put together a plan working to save and invest for the future. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Focus Wealth Strategies or LPL Financial.
Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of NPI. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Focus Wealth Strategies or LPL Financial.
Phone: (813) 305-0411
- Managing Member of Focus Wealth Strategies, LLC
- MBA, CERTIFIED FINANCIAL PLANNER™
- Securities Registrations include: Series 6, 7, 24, 66 held through LPL Financial, and Florida Health, Life & Variable Annuity license
- SmartVestor Pro
- Active member of New Hope United Methodist Church in Brandon