Mike Turi
CFP®, APMA®
Upbeat Wealth
Founder, Financial Planner
Mike Turi
CFP®, APMA®
Upbeat Wealth
Founder, Financial Planner
As an independent, planning-oriented firm acting in a fiduciary capacity, I guarantee that the clients’ best interests come first. And as someone who is passionate about my local community, it is my honor to serve those that are the bedrock of what makes our neighborhoods so special – our innovators, creators, and go-getters that bring us together and push us forward. My goal is to provide them with financial guidance, confidence, and resources so that they can focus on the things that excite and drive them. - Mike Turi, CFP®, APMA®
Fee-Only financial planner located in New Orleans, LA, serving clients locally and across the country
Mike Turi is a New Orleans, LA fee-only financial planner. Upbeat Wealth provides comprehensive and objective financial planning and investment management to help young families, entrepreneurs, small business owners, and real estate professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mike Turi is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mike Turi, CFP®, APMA® is Founder and Financial Planner at Upbeat Wealth in New Orleans, LA.
As a CERTIFIED FINANCIAL PLANNER™ and Accredited Portfolio Management Advisor℠, I have dedicated my entire professional career to helping clients maximize their financial potential. After spending the better part of the last 10 years serving clients on a small wealth management team responsible for over $100 million in assets, I started Upbeat Wealth because true financial planning goes beyond just overseeing a client’s investment portfolio. My goal is to provide clients with holistic solutions-oriented financial insight with no account minimums and through a transparent fee-only structure. Quite simply, as a fiduciary, I don’t work on commission and will never sell you a financial product. My firm specializes in providing young families, entrepreneurs, small business owners, and real estate professionals with proper financial guidance, confidence, and resources so they can focus on the things that excite and drive them.
Originally from New Jersey, I graduated from the A.B. Freeman School of Business at Tulane University in 2011. Currently residing in the St. Claude neighborhood of New Orleans, you can frequently find me with my fiancé in Crescent Park being “guided” by our neurotic German Shepherd, Smokey, and our goofball Lab Pitt, Grady. When I am not giving out belly-rubs, I can be found over-gardening our small yard.
Mike Turi is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Upbeat Wealth is a firm providing insightful financial planning aimed toward maximizing the financial potential of our entrepreneurs, small business owners, real estate professionals, and young families. As an independent, planning-oriented firm acting in a fiduciary capacity, we guarantee that our clients' best interests come first. Our mission is to uplift our clients and the community by providing accessible financial services grounded on sound financial principles. Quite simply, we are so much more than just a money manager. Here to answer the questions that really keep you up at night, let Upbeat Wealth bring clarity to your entire financial picture.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Real Estate Investing
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Entrepreneurs
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- No Account Minimums
Professional Designations & Affiliations
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Mike Turi is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Mike Turi is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Mike Turi is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Mike Turi is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Mike Turi is an Accredited Portfolio Management Advisor (APMA®)
Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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Mike Turi is Quoted in the Wall Street Journal: "Investors Flock to ‘I Savings Bonds’ for Protection Against Inflation"
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Mike Turi is Interviewed on Great Day Louisiana: "Getting Your Finances Ready For Buying A Home"
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Mike Turi is Quoted in ThinkAdvisor: "The Biggest Financial Mistakes Business Owners Make: Advisors’ Advice"
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Mike Turi is Quoted on CNN.com: "Bitcoin for beginners: Here's what to know before you invest in crypto"
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Mike Turi is Quoted in InvestmentNews: "The ‘Great Resignation’ is for advisers, too"
Contact Mike Turi
Office Locations:
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2831 St. Claude Ave
New Orleans, LA 70117
