Babb Financial Group  ·  Flagstaff, Arizona
Mike Gorman
CFP®  ·  CSLP®
Financial Planner

A CFP® professional with a background in corporate finance and public accounting, Mike joined Babb Financial Group in 2024. He brings nearly a decade of financial services experience to his work with individuals, families, and business owners in Flagstaff and across the country, with a particular focus on life transitions and student loan planning.

Mike Gorman CFP CSLP Financial Planner Babb Financial Group Flagstaff Arizona
About Mike

Planning centered on where life takes you.

Mike Gorman joined Babb Financial Group in January 2024, bringing nearly a decade of financial services experience that began in corporate finance before transitioning into a direct advisory role. He is a CFP® professional and Certified Student Loan Professional (CSLP®), holds a life and health insurance license, and previously held a CPA license, giving him a broad foundation across planning, tax, and accounting that informs how he approaches each client relationship.

His work is centered on individuals and families navigating significant transitions, whether that is approaching retirement, managing student loan obligations alongside broader financial priorities, or thinking through the financial implications of a major life change. He takes the time to understand each person's situation before any direction is offered, and works to connect financial planning decisions with what matters most at each stage of life.

Mike grew up in Chicago and attended Marquette University in Milwaukee, Wisconsin. His introduction to northern Arizona came in 2020 when he and his wife spent six weeks in Flagstaff and Sedona. They made the move in 2022 and have not looked back. Flagstaff suited them immediately and it is very much home now.

Outside of work, Mike and his wife are busy raising two young children, which has a way of filling every available hour. He is also an ultra-runner, and most mornings you can find him on the trails at Buffalo Park, sometimes with a child in the stroller. Traveling is something the family prioritizes when life allows, and Costa Rica has been a favorite. He still cheers for the Cubs and Marquette Basketball, and is very happy to have left Chicago winters behind.

Areas of Focus
Financial Planning Retirement Planning Student Loan Planning Life Transitions Tax Planning Investment Advisory Insurance Planning Estate Coordination
CFP®
Certified Financial Planner
CFP Board of Standards
Requires completion of a CFP Board-approved education program, a 6-hour exam covering investments, tax, insurance, retirement, and estate planning, plus 6,000 hours of professional experience. CFP® professionals complete 30 hours of continuing education every two years and are required to act with competence, diligence, and in a manner that prioritizes the client's interests when providing financial planning advice.
CSLP®
Certified Student Loan Professional
CSLA Board of Standards
Requires an existing professional license or designation. Candidates complete structured coursework and pass a certification exam on federal and private student loans, repayment strategies, and loan forgiveness programs. Designed to integrate student loan planning with comprehensive financial planning.
Series 65
Investment Adviser Representative
NASAA / FINRA
The Series 65 covers investment products, portfolio management, securities laws, and fiduciary duties as they apply to investment adviser representatives. Requires passing a comprehensive exam administered by FINRA under NASAA oversight.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes use by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
More About Mike

Life in northern Arizona.

Running trails Flagstaff Buffalo Park Mike Gorman
Running Trails
Laps at Buffalo Park, Flagstaff.
Favorite restaurant Flagstaff Fat Olives Mike Gorman
Favorite Restaurant
Fat Olives, Flagstaff.
Always rooting for Chicago Cubs Marquette Basketball
Always Rooting For
Chicago Cubs and Marquette Basketball.
On the playlist financial podcasts Mike Gorman
On the Playlist
Financial podcasts.
Life Outside the Office

Northern Arizona and beyond.

Mike Gorman exploring Costa Rica
Exploring Costa Rica
Mike Gorman at the Cubs game with family Chicago
At the Cubs game with family
Mike Gorman new dad Flagstaff Arizona
New dad
Mike Gorman family hike Tucson Arizona
Family hike in Tucson
Work With Mike
Ready to start a
conversation?

Mike works with individuals and families in Flagstaff and throughout the country on financial planning, student loan strategy, and life transitions. Start with a conversation, no obligation, just an honest discussion about your situation and whether we are the right fit.