Michael is a highly experienced professional in the financial services industry, holding several certifications including Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®), and Certified Divorce Financial Analyst® (CDFA®). With over twenty-five years of experience, he brings a wealth of knowledge and expertise to his role.
In 2017, Michael joined Family Wealth Management LLC after working as a Financial Advisor with Principal Financial Group and serving as the President of SECO Financial Services, Inc. His exceptional business skills and extensive experience allowed him to successfully establish and grow his own firm, eventually leading to its acquisition. Drawing on his background as a business owner, Michael thoroughly assesses each client's unique situation, identifies key obstacles and critical goals, and designs tailored strategies for success. He also assists clients in utilizing insurance as a means to protect their wealth.
As a Certified Divorce Financial Analyst® (CDFA®) and a member of the Institute of Divorce Financial Analysts, Michael specializes in analyzing the financial aspects of divorce. He is committed to providing sound fiscal strategies to both clients and family law attorneys throughout the divorce process and beyond.
Michael obtained his Bachelor of Science Degree in Finance from the University of Massachusetts-Amherst in 1987. He holds securities registrations including the series 6, 63, and 65, further showcasing his dedication to staying current and knowledgeable in his field.
Spending time with his family, the beach, traveling, and in his spare time working on his golf game.
Interesting fact …
Due to his father’s business, Mike moved 13 times before graduating high school. His bucket list includes playing in the World Series of Poker!