Michael J. Varga

Client Service Associate

At Capital Planning
Mike has been in the financial services field since 2001. His background in managing client banking relationships has given him a solid foundation for customer service. Mike works closely with our wealth advisors and clients by providing administrative and account support. He is responsible for servicing, monitoring, and resolving day to day issues as directed by the Financial Advisor. He strives to deliver exceptional customer service by being proactive and attentive to client's needs. He enjoys interacting with clients on a personal level and ensuring that their expectations are met. 

Practice Focus

  • Providing superior customer service
  • Implementing Advisor recommendations
  • Meeting Capital Planning's mission to empower families

When I Am Not at Work
Outside of the office, Mike enjoys spending time with his family and friends. He moved to the Pacific Northwest in 2010 and enjoys hiking, skiing, and mountain biking. He has also taken up an interest in landscape photography since moving to Washington. Having relocated from the Chicago area, he is an avid Chicago Bears fan and season ticket holder.

Education & Designations

  • MBA in Finance, University of Illinois at Chicago

Events

See our Events Section for more details.

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