Focus: Financial Education, Insurance Strategies, Risk Management Strategies, Investment Strategies, College Funding Strategies, Retirement Income Planning, Business Succession Planning
Having the opportunity to make a difference in the lives of those he works with is what inspires Michael every day.
As a Financial Planner, Michael combines his passion for finance and serving others to help his clients solve the problems that are most important to them. He loves meeting new people, learning about them and their families, and what their goals are for the future. Whether they want to help their kids go to school, ensure they’re financially protected from the unexpected, or plan for the retirement of their dreams, he strives to help each client achieve their financial goals.
Michael is drawn to working with physicians, as they too have a special drive to serve and help others and often face complex financial challenges. Given the amount of schooling they must go through, physicians often start their careers later in life, which can impact their planning timeline. Couple that with mounting student loan debt, risk management and litigation concerns, and the potential of running their own businesses or practices, physicians are faced many obstacles that can make it difficult to start the planning process. Michael works with them to create a plan that aligns with their goals and addresses their areas of concern as they advance through the many stages of their careers.
Outside of the office, Michael’s life is centered around his own family. He enjoys spending time with his wife, family, and nieces, whether down at the shore or exploring all that Philadelphia has to offer. Michael was born and raised in Delaware County and is a proud graduate of Monsignor Bonner High School and Villanova University.
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2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004