The Financial Guys

The Financial Guys Team

Mike Shaver Financial Advisor and College Planner

Michael Shaver*
CFP®, CCAS®

Certified Financial Planner™, Certified College Advisor™

"All encompassing, true holistic Financial Planning."

Licenses & Certifications Include: 

  • Series 6
  • Series 7
  • Series 63
  • Series 75
  • NYS Life, Accident & Health Insurance License
  • NYS Long Term Care Partnership

Previously Held:

  • Series 24

About Michael Shaver

Overview

As a Certified Financial Planner™, Michael has a goal-based planning approach to get to know you and your family’s needs, and what is important to you. With this understanding, Mike will create your customized investment strategy to help you manage your financial goals with confidence. Mike is a Certified College Advisor™ and has a passion to help students and parents with college planning.

Mike joined The Financial Guys in January of 2020 because he recognized the need to work for his clients in an independent, professional environment that promotes teamwork and offers a full range of financial solutions to help the clients he serves.

Experience/Career

Mike’s education and qualifications include receiving a A.A.S degree in Business Management from S.U.N.Y College at Alfred, he also received a Bachelor’s degree in Economics from S.U.N.Y College at Buffalo. He furthered his expertise by earning a Chartered Life Underwriter degree from The American College.

Family/Interests

Mike is a lifelong resident of Lancaster, NY and lives with his wife Charlene and their two sons. Mike is a 25-year member of the Lancaster Lions Club and Treasurer of the Vision Beyond Sight Foundation.

Companies/Services

In addition to his College Planning specialty, Mike also specializes in all areas of financial planning including wealth accumulation, income distribution, life insurance solutions, asset protection strategies and estate planning. 

Media Appearances & Features

Who is eligible for the latest wave of student debt forgiveness?