About your Financial Planner, Mike Turi

Mike Turi is the Founder of Upbeat Wealth and a CERTIFIED FINANCIAL PLANNER™ + Accredited Portfolio Management Advisor.

Engrained in the financial advisory community, Mike currently serves on the board of the Financial Planning Association Louisiana chapter as the Next Gen Chair in addition to belonging to organizations such as the National Association of Personal Financial Advisors, XY Planning Network, and the Fee-Only Network.

When Mike isn’t trying to reshape the next generation of financial planning, he can be found in the St. Claude/Bywater neighborhoods of New Orleans, where he lives, works, and attempts to do pretty much everything else. If he MUST leave the neighborhood, he is most likely biking to the Superdome.

As an advocate for New Orleans youth, Mike enjoys volunteering at Son of a Saint and coaching the Middle School lacrosse team at the Isidore Newman School.