Michael Jason Dolberg, CLU®, ChFC®, CASL®

Wealth Management Advisor

Professional

Mike Dolberg is a Wealth Management Advisor as well as the Managing Director for the coastal South Carolina Agency of Northwestern Mutual. He began his career with them in 2004 and quickly became one of the youngest people in the company’s 150+ year history to be appointed as Managing Director at the age of 25 in November of 2005. Mike is a Million Dollar Round Table qualifying member in 2008 and 2010-2014. MDRT is one of the premier worldwide organizations within financial services, which less than 1% of advisors qualify for. He also holds designations as a Chartered Life Underwriter (CLU®), Chartered Advisor for Senior Living (CASL®), and Chartered Financial Consultant (ChFC®). Mike and his team specialize in helping physicians and business owners reach financial independence by developing a streamlined strategic plan unique to each individual, family, business, or medical practice.


Mike attended the University of South Carolina at Columbia  where he studied finance and marketing.

 

Mike and his wife, Kristen, were married in May of 2012. They reside in Mount Pleasant, SC with their sons, Benjamin and Beau. He serves the community as a board member for the Medical University of South Carolina children's hospital board as well as the  South Carolina Special Olympics. He and his wife are also actively involved with the March of Dimes, Red Cross, and several other charities across the Lowcountry.

 

 

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