(800) 689-4851
Locate a Speaker
Mike Raitt
2301 Ohio Drive, Ste 138
Plano, TX 75093
Profession:
Estate Planning, Financial, Insurance, Mortgage, Tax, Other
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, First Time Home Buyers - Issues of Real Estate, Getting Fiscally Fit, Getting Your Financial House in Order, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Maximizing the Right Mortgage Strategies in Today's Market, Preparing for Long Term Care, Refinancing 101, Reverse Mortgages, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, The U.S. Housing Crisis, Understanding 401K Rollovers, Women Approaching Retirement and Beyond
About Me:
Mike Raitt is President and Owner of Almega Wealth Management. He started his career as a CPA in public accounting in 1985 with the largest public accounting firm in the world at that time. After 3 years in public accounting, Mike moved into corporate accounting for the ensuing 9 years as a Controller and Vice President of Finance of various multi-million dollar manufacturing companies. In 1997, Mike turned his focus to the personal financial services industry. Mike attained the position of Regional Vice President as an independent rep with a subsidiary of Citigroup and, in the process of helping hundreds of families with their financial matters, he also recruited, trained and developed dozens of new agents, helping them get a start in the industry. Sensing a need to offer a broader base of competitive products and services, Mike elected to start his own company February 2001 and has since then added additional companies under the “Almega” brand name.

Work History:
2001-Present President-The Almega Group of Companies…….Financial Services
1997-2001 Regional Vice President…Primerica…Financial Services
1990-1997 Controller/CFO…Watters & Watters…Apparel Manufacturing
1988-1990 Controller…ThermoServ…Plastic Molding Manufacturing
1986-1988 Staff/Senior Auditor…BDO Seidman…CPA Firm
1985-1986 Staff Auditor…Arthur Andersen…CPA Firm

Education, Licenses & Other:
Education: 1982–1985 B.B.A. Business Administration…Stephen F. Austin State University
Dean’s List and member of Beta Alpha Psi, Beta Gamma Sigma and Alpha Chi academic honor fraternities.


Licenses:
Texas CPA, Securities Series 6, 63, and 65, Life/Health/Annuities, Mortgage Loan Officer


Other Accomplishments & Interests:
Eagle Scout, High School & College Soccer Goal Keeper, Guitarist/Song Writer
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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