A Certified Financial Planner® professional and Investment Advisor Representative, Michael has comprehensive financial planning experience, and works with CCR clients to prioritize and address their objectives and concerns, creating customized financial plans to achieve their goals.

“Whether helping a client in the beginning stages of financial planning, preparing for a retirement date or ultimately working with a retiree, helping clients and seeing their plans and hopes come to fruition is incredibly rewarding,” says Michael.  Having joined CCR Wealth in 2013, Michael has found that CCR’s “team approach and specialists with industry-leading knowledge in their respective fields gives us a wealth of internal resources to assist clients – and having dedicated members in each area allows us to focus on our specialty when working with a client.”

Holding Series 7, 63 and 65, and life and health insurance licenses, Michael earned a Bachelor of Science in Finance from Bryant University and his CERTIFIED FINANCIAL PLANNER™ professional designation from The College for Financial Planning.  He is a member of the Financial Planning Association and the Massachusetts chapter of the FPA. His prior experience at a financial planning firm in the Greater Boston area included comprehensive financial planning focusing on retirement, and income planning for individuals and families. At CCR, he is an active member of the firm’s Financial Consulting Committee.