Michael J. Unger CFP

02/08/2022

“Not to sound too gloomy,” says Michael J. Unger, “but the pandemic has completely changed the way we view life.” The high-energy executive, an assistant vice president and investment officer with the Coral Gables Trust Co., is not at all the doom-and-gloom type. But the...

02/08/2022

We are very excited to announce our 2022 President & Chair of Programming, Michael J. Unger, CFP®, the Vice President of Investments & Planning at the Coral Gables Trust Company.

Unger has been actively involved with the FPA of Miami for over four years. He is excited to enhance the chapter’s community outreach initiatives through the CFP Scholarships and one-on-one pro-bono planning. Unger is eager to lead the new generation of financial planners and deepen the chapter’s community and diversity through collaboration with local professional organizations. Unger credits his seasoned Board of Directors and Chapter Executive for their dedication and support to achieve these inspiring initiatives. We look forward to connecting with you and elevating the profession together.

Read more about Michael in the latest South Florida Business & Wealth "Pain & Gain" article. https://cgtrust.com/sfbj-ft-michael-unger

02/01/2022

𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐅𝐨𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬💰📈

It is never too early to learn and develop a strong work ethic. Family businesses give parents the ability to bestow core business values and acumen to their children. Whether they are young adults or teens, giving them the experience at a young age on how to properly manage money and invest, will not only jumpstart their desire and ability to be financially sound, but will keep them ahead of the curve.

To read the full article “𝐂𝐡𝐢𝐥𝐝𝐫𝐞𝐧 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐅𝐚𝐦𝐢𝐥𝐲 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬” by 𝐌𝐢𝐜𝐡𝐚𝐞𝐥 𝐔𝐧𝐠𝐞𝐫 visit https://cgtrust.com/about-cgtc/blog/children-and-the-family-business !

01/13/2022

10 years ago, I graduated from the University of Miami ready to take on the Chicago Board of Trade with my incredible girlfriend by my side. As I reflect on the last decade, so much and so little has changed. While cities have changed, constants like my love for the Canes, Jordan, and continuing to further advance my education and assist others has only deepened. I am truly honored to be part of the UM Citizen Board and Canes Communities, which gives us the ability to not only enhance our community, but make positive impacts on future generations. Beyond grateful for the last 10 years and looking forward to the next 🙌🏼.
🙌🏼

05/03/2021

You will not want to miss this layup, check out the latest edition of Planning for Success!

While it may seem like a distant memory, it has been a little over a year since the legendary Kobe Bryant and his 13-year-old daughter, Gianna, tragically passed away in a helicopter crash.
Kobe’s untimely death at the young age of 41, highlights just how critical it is for every individual to not only develop an estate plan ensuring their loved ones are properly protected, but to ensure the documents are swiftly updated to reflect recent life events.

Read the full story here: https://cgtrust.com/about-cgtc/blog/the-layup-of-a-lifetime-kobe-bryant 📃

01/23/2021

Looking back at the challenges we faced this year as a , we have all witnessed acts of , , and ingenuity as we swiftly adapted and navigated through these unprecedented times. With multiple reporting positive and effective late phase trials, quickly reminded what could be in a world where is under control.

Read the full commentary by our Trust Investment Committee Mason Williams, Managing Director & Chief Investment Officer and Michael J. Unger CFP®, AVP & Investment Officer.

Click here: https://cgtrust.com/q4-2020-seeing-the-light

01/08/2021

11/02/2020

Looking forward to seeing everyone very soon. Please take advantage of the early bird promo while it is available, there’s only four days remaining!

10/02/2020

Have you seen the speakers for our virtual Symposium on November 19th? This event is an absolute must for financial professionals.

There’s still time to take advantage of early bird pricing. Please help us spread the word!

FPA of Miami is a regional chapter of the Financial Planning Association (FPA), the national leadership and advocacy organization representing the financial planning community. We are an active, dynamic chapter - just like Miami! Come check us out and register for an event.

10/01/2020

Today, Oct. 1, is Giving Day at the University of Miami, and we’re on the clock! For 24 hours, Canes supporters across the nation are coming together to transform lives, improve our community’s future and to lend a hand. Especially in the face of this year's challenges, our support is needed. Join me in reaching our goal of 2,020 supporters – visit: https://givingday.miami.edu/pages/home-2033 to enact .

07/09/2020

Check out the latest insights from our Investment Committee.

Despite the global pandemic and economic shutdowns, financial markets have revived from their March lows as optimism is gradually restored as the nation reopens. The major U.S. indices remain resilient and are well on their way to recovery after the fastest plunge in history. - by Mason Williams, Chief Investment Officer and Michael J. Unger CFP, AVP & Investment Officer

Read More: https://cgtrust.com/q2-2020-a-breath-to-refresh