Mikaela Blocher, CFP®
Mikaela is a Financial Advisor with First Investments & Planning in the Kansas City market. She focuses on building new relationships with individuals, executives and business owners in her community. Mikaela enjoys learning about her clients’ unique needs while providing guidance, financial planning and customized solutions to help her clients feel confident and secure in their financial well-being and future.
Credentials
Mikaela began her banking career at First National Bank in 2002 and joined the Wealth Management Division in 2010. She uses her extensive banking and financial background to help her clients with all facets of their financial life. Mikaela is a CERTIFIED FINANCIAL PLANNER® Professional and has met and continues to meet rigorous professional and personal standards to maintain this CFP® certification. She also holds Insurance, SIE, Series 7 and Series 66 licensing designations. Mikaela partners with Raymond James to provide her clients with the industry leading technology, products and services to build an innovative and comprehensive financial future. Mikaela earned her Bachelor of Science degree in Business Administration from the University of Nebraska at Kearney.
Mikaela is a member of several professional organizations, including the Greater Kansas City Chamber of Commerce Centurions APEX Class of 2024, Financial Planning Association of Greater Kansas City, the Leawood Chamber of Commerce and the Overland Park Chamber of Commerce, and is a 2012 graduate of its Leadership class.
Passions
Outside of advising clients, Mikaela enjoys spending time with her husband Bobby, two daughters Essie and Maryn, son Calvin and dog Minnie. She loves golfing, cooking, yoga, spin and is currently learning to play tennis.
Location
4650 College Blvd., Suite 200
Overland Park, KS 66211
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE