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Wealth Manager
As a CERTIFIED FINANCIAL PLANNERTM, Michael has a goals-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 Planning Specialist and has a passion to help students and parents with college planning. Mike specializes in all areas of financial planning including wealth accumulation, income distribution, life insurance solutions, asset protection strategies and estate 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.
Mike’s education and qualifications include receiving a A.A.S degree in Business Management from S.U.N.Y College at Alfred. Received Bachelor’s degree in Economics from S.U.N.Y College at Buffalo. Chartered Life Underwriter degree from The American College.
Mike is a lifelong resident of Lancaster 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.
The CERTIFIED FINANCIAL PLANNER™, is the industry standard for excellence and is known for its high standard of education, stringent code of conduct and standards of practice, and ethical requirements that govern professional engagements with clients. Additional information regarding this designation is available by visiting cfp.com
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP® certification in the United States.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements