Michael Podolia
About Michael Podolia
Michael Podolia is a Financial Representative at Modern Woodmen of America in Rock Island, Illinois, where he has worked since 2014. He specializes in helping clients define their financial goals and develop personalized strategies that adapt to their changing needs.
Work at Modern Woodmen of America
Michael Podolia has served as a Financial Representative at Modern Woodmen of America since 2014. He operates from Rock Island, Illinois, where he has accumulated a decade of experience in the financial services industry. His role involves engaging with clients to review and adjust their financial plans, ensuring these plans remain aligned with their objectives. He emphasizes the importance of ongoing communication and adaptability in financial planning.
Education and Expertise
Michael Podolia studied at The Ohio State University Fisher College of Business, where he focused on Economics, Corporate Finance, International Finance, and Finance. This educational background provides him with a strong foundation in financial principles, enabling him to effectively assist clients in navigating their financial landscapes.
Client Financial Strategy Development
In his role, Michael Podolia focuses on defining clients' financial goals and objectives. He assists clients in assessing their current financial situations, which allows him to develop effective and personalized financial plans. His approach is centered on creating strategies that can adapt over time to meet clients' changing needs and goals.
Financial Planning Approach
Michael Podolia encourages clients to engage in ongoing reviews and adjustments of their financial plans. This proactive approach helps ensure that the financial strategies remain relevant and aligned with clients' evolving objectives. He prioritizes building strong relationships with clients to facilitate open discussions about their financial aspirations.