Michael Sayre
Co-Founder, CPFA®, AIF®
michael@cuiwealth.com | 801-505-0548
7730 S Union Park Ave, Suite 250, Midvale, UT 84047
My Story
My story is different from most advisors I meet. I was the neighborhood kid that was always doing small startups. In college, my analytical side took over, and I studied chemistry for two years. After starting an online business with my wife to help pay for college, I found Finance piqued my analytical and business interests.
After studying in the Honors College in Finance and being chosen as one of 16 students to be an Analyst for the University of Utah's Student Investment Fund, I made another change in my plans. I finished my degree in Finance, and rather than going to Wall Street or into banking like many of my peers, I went back to my roots.
My passion for business and analytics has led me to pursue a career in advising business owners and gaining knowledge in the 401(k) space. After several years in the business, I chose to align with an independent Broker-Dealer and RIA firm, Woodbury Financial. With this move, I formed CUI Wealth Management and CUI Benefits with good friends and colleagues.
I feel a strong sense of accountability and responsibility to the clients I work with. This industry requires trust and experience. Looking forward, I am excited to continue to raise the bar to a higher standard in this industry.
Education
Completed Bachelor’s degree in Finance from the University of Utah in 2013
Completed internship with MassMutual
Completed National Association of Plan Advisors’ Certified Plan Fiduciary Advisor
Completed Fi360’s Accredited Investment Fiduciary
Business Focus
401k, Profit Sharing Plans, Cash Balance Plans, ESOP, SIMPLE IRAs, SEP IRAs
Financial Strategies
Mutual Funds, Managed Accounts, Stocks, Bonds, ETFs
Recognition
Received the SMART Scholarship
Dean’s list
Accepted into Honors College
Selected for President’s Club
Nominated for the National Association of Plan Advisor's Top Retirement Plan Advisors Under 40*
Selected as one of 16 students who participated as portfolio managers as part of the Student Investment Fund
Licensing
Insurance licenses: Life, Health, Property, Casualty
Series 6, Series 63, Series 7, and Series 65
Affiliations
National Association of Plan Advisors
RPAG
Board Member for Salt Lake SHRM
Interests
Spending time with his wife and his two kids
Hiking, backpacking, and outdoors
Music, art, and reading
*Candidates for the list were nominated and voted on by industry associates as well as evaluated by a NAPA panel of judges based on information about their practice, experience and accomplishments. The rating is not indicative of the investment adviser's future performance; and the investment adviser representative was not paid a fee to participate in the survey.