Michael Roe, CFP®, CRPS®

Mike Roe graduated from Purdue University with a B.S. in Economics (Honors). He retired from MorganStanley SmithBarney in 2009 after a 31-year career as a financial advisor. Mike served as Director of the IU Health Arnett Foundation. He currently teaches Ethics and Compliance in Financial Counseling and Planning, Introduction to Personal Finance, Retirement Planning and Employee Benefits, and Financial Industry Exam Prep. Mike is also the instructor for the Financial Counseling and Planning Internship. He has taught Consumer Investment and Savings Decisions, Consumer Behavior, and Customer Relations Management. Mike is passionate about helping students prepare for their careers and enjoys sharing with them his financial planning and wealth management experiences. He is a CFP® CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Plans SpecialistSM. Mike is the Program Director for the CFP®Degree Program at Purdue and serves on the Council on Education with the CFP Board of Standards in Washington, D.C.

Michael Roe

Continuing Lecturer

Matthews Hall 214B
meroe@purdue.edu

Consumer Science, 812 West State Street, West Lafayette, IN 47907, (765) 494-8317

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