Michael W. Bakker, CRC®, CPFA®

Michael W. Bakker, CRC®, CPFA®

Managing Partner

Michael joined Flourish Wealth Advisors, part of the Commonwealth Financial Network® in April 2018, after nearly 22 years as a Financial Advisor with Wells Fargo Advisors.  He has achieved a rewarding career in the financial services industry by putting his clients' interests first and providing exceptional personal service. His 30 years of industry experience have taught him how to advise his clients throughout various economic cycles, helping them understand the risks and rewards of investing. He specializes in comprehensive wealth management and assisting retirees and those near retirement with the preservation and growth of their capital. He has earned the Certified Retirement Counselor (CRC®) designation, and the prestigious title of Managing Partner.

Prior to joining a predecessor firm of Wells Fargo Advisors in 1996, Michael spent time working for M&T Securities, Chase Investments and NatWest Investor Services. He was named Rookie of the Year in 1997. Michael graduated from Syracuse University with a Bachelor of Science in Finance. He holds his Series 7, 24, 63 and 65 registrations through Commonwealth Financial Network® in addition to New York, Connecticut, and Florida state life, variable and annuity licenses.

Away from the office, Michael spends his free time with his wife, Cathy, and their daughter Emma. He enjoys outdoor sports and travel. Michael has been competing in triathlons for over fifteen years and completed the Ironman Triathlon World Championship in Kona, Hawaii in 2006.  He has been a USA Triathlon All-American each of the past 11 years.  A lifelong resident of Hudson Valley, Michael is a member of the Hudson Valley Triathlon Club, USA Triathlon, and International Mountain Bike Association. Michael is also a fan of college basketball and the New York Giants.

Michael is very involved in his community. He supports the Challenged Athletes Foundation, American Diabetes Association, March of Dimes, People for Bikes, National MS Society, The Access Fund, and is a member of the Mohonk Preserve.

My Experience

  • 1996 - 2018 : Wells Fargo Advisors, Financial Advisor

My Education & Credentials

  • Bachelor of Science in Finance - Syracuse University

My Areas of Focus

  • Retirement Income Planning
  • Comprehensive Wealth Management
  • IRAs & IRA Strategies
  • Insurance