Your WP Team

Michael Rabbitt, CFP®, CRPC® | Financial Advisor

Email: mike@mywpteam.com

Phone: 860-216-0949

Mike began his career in the financial services industry in 2015, when he became a registered financial advisor at Bank of America/Merrill Lynch. He was part of a team who worked with individuals, business owners and retirement plan sponsors. 

He learned the intricacies of retirement plan design, investment lineups and plan reviews as he helped plan sponsors create retirement benefits that enticed more current employees to save money and presented attractive incentives for new talent. 

In 2017, Mike brought his skills to Private Capital Group, LLC, eventually becoming Retirement Plan Manager. He helped advisors organize their plan investments, bid for pricing from recordkeepers and transition plans to new recordkeepers. He oversaw and created investment monitoring and investment policy statements for various plan sponsors and their investment committees.

Mike came over to WP Financial at the end of 2019 to help us provide individuals and retirement plan sponsors with unparalleled service. His focus is on investment research, portfolio creation, proposal generation and financial planning. Mike’s proficiency with technology platforms helps him create individual financial solutions for each client, family and plan sponsor.