Mia Bartee is a trusted retirement strategist and financial wellness educator with over two decades of experience helping individuals and organizations navigate complex financial decisions with clarity and confidence.

A Registered Financial Consultant, Certified Plan Sponsor Professional, licensed insurance professional, real estate investor, and co-author of Money Talk$, Mia’s career spans retail banking, brokerage support as an IRA Specialist, working alongside advisors as a Financial Advisor Assistant, 401(k) plan management, and health and welfare benefits administration. She has operated at the intersection of corporate retirement programs and individual financial decision-making—giving her a unique understanding of both the systems employers design and the real-life choices employees must make.

In her featured chapter of Money Talk$, Mia teaches readers how to maximize workplace compensation and benefits—prioritizing savings, leveraging employer-sponsored programs, and building sustainable wealth through intentional strategy.

Mia specializes in retirement transition planning, workplace retirement optimization, and insurance-based income strategies. Through one-on-one retirement readiness consulting and corporate workshops, she helps individuals prepare for major life milestones—while also supporting organizations seeking to elevate employee financial wellness and engagement.

Her approach is practical, empowering, and grounded in deep industry insight. She believes retirement planning should not feel overwhelming or inaccessible—it should feel structured, informed, and aligned with a person’s long-term goals and values.

Whether working directly with individuals preparing for retirement or partnering with corporate leaders to strengthen workplace financial education, Mia brings clarity, structure, and results-driven expertise to every engagement.

Ready to take your event—or your retirement plan—to the next level? Connect with Mia to start the conversation.