(858) 268-7092
Locate a Speaker
Mike Raitt
2301 Ohio Drive, Ste 138
Plano, TX 75093
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.

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

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.

Download the Information Packet to learn more about SOFA >>>