Michael Goldfeder

Michael Goldfeder, as a CERTIFIED FINANCIAL PLANNER™ professional, delivers comprehensive strategies to his clients on an individual, family and business level. CFP® certificants hold themselves to the highest level of practice standards which include a sound process and clear ethics that encompass all major areas of financial planning including:

Estate Planning Strategies
Income Tax Planning
Retirement Planning
Employee Benefits
Insurance
Investment Planning

Michael has the experience to understand how devastating mistakes and lack of planning can be. Through a professional and thoughtful process his clients are empowered to make clear and conscious decisions about the future of their family, their business and their own value.

Qualifications and Dedication:

Michael has 25 years of experience in the financial planning industry. He began his career at a regional brokerage firm that specialized in U.S. Government securities, Agency bonds and Municipal bonds. He then moved to a regional “Full Service” Broker/Dealer where his practice focused on holistic financial planning. Michael also held management roles and served as Investment Specialist for two national insurance companies. Michael is a CFP® professional and holds the Series 7, 63 and 24 registrations with LPL Financial and the Series 65 registration with The Prospect Financial Services LLC, as well as his Life and Health Insurance license