Mike Giblin

CFP®
CERTIFIED FINANCIAL PLANNER™

Mike Giblin, CFP® has more than 20 years of experience in the financial services industry. While growing up in the shadows of New York city in central New Jersey, Mike was fascinated with the stock market at an early age. While attending the College of William and Mary, he obtained an internship and upon graduation began working as a NASDAQ market maker (trader to the rest of us). Although Mike loved the work, he realized he wanted something more fulfilling. So, he went back to school and earned a Master’s degree in economics from NYU.

A few years later, Mike and his wife Bonnie were looking for a place to raise a family. They found it in Wilmington, NC and moved there in 2006. Bonnie continued her teaching career, and Mike made the transition from trader to financial planner.

Both Mike and Bonnie have been actively involved in the community. Mike has served on the board of the Wilmington Symphony Orchestra and their local country club, has volunteered as a coach, has taught several preparation classes for the CFP® at UNCW and served for years as a mentor for students in the UNCW business school. Mike and Bonnie are parishioners at St. Mark Church.

Bonnie and Mike are incredibly blessed to have two wonderful children. Their son Daniel loves athletics (he even plays hockey here in southeastern NC). Daniel is a wonderful and enthusiastic student as well as protector and advocate for his beautiful little sister, Margaret. (Maggie is a sparkplug and everyone loves it. She is a fantastic friend, a ravenous learner and an absolute sweetie pie. Watching them both grow is an absolute delight for their parents).

Being the son of an educator, education and learning have always been an important part of Mike’s life. Maggie and Daniel attend Cape Fear Academy, where Bonnie works as a primary school teacher and serves as the assistant lower school director.

Earning both a Bachelor’s and Master’s degree, serving as a mentor to students, and teaching preparation classes for the CFP® have all helped shape Mike.as a financial planner and a man. He believes that learning leads to insights, which helps us make good decisions. At the end of the day, that is what we all do--make decisions. Mike believes that understanding the people he works with and their unique situations allows him to help them through a process, which will ultimately help them to make appropriate decisions. It is an incredibly rewarding experience for Mike and one for which he is incredibly grateful.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.