Michael Kothakota | Financial Advisor - Nerdwallet
Michael Kothakota

Michael Kothakota

CFP®, AFC®, CDFA
  • About Michael
  • Questions & Answers

Advisor Details

Contact Advisor
Company
CEO at WolfBridge Financial Corporation
Address
4601 Lake Boone Traile
Raleigh NC, 27607
Phone
(919) 267-6740

About Michael

I am a quantitatively-minded and relationship focused financial advisor who likes working with individual clients.

Michael is the CEO of WolfBridge Financial. Michael served in Operation Iraqi Freedom as a soldier in B Co, 1/120th Infantry out of North Carolina. He has written extensively on the financial issues of divorce and has testified as an expert witness in Family Court in North Carolina. Michael has been featured on radio and other media as an expert discussing issues dealing with divorcing couples. He holds an MBA from NC State University and is a CERTIFIED FINANCIAL PLANNER(R). Michael has passed Level I of...

Education

  • B.S. , Business Management, North Carolina State University
  • M.S., Predictive Analytics, Northwestern University

Certifications

Registrations
Designations
?

Typical Clients & Fee Structure

Typical Clients

Divorcing couples
Engineers/scientists
Young professionals

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.