Michael Bogardus

My passion is to educate – I truly believe educating the client on their options and laying out the pros and cons of each decision empowers them to make the most appropriate decisions with their money. As a CERTIFIED FINANCIAL PLANNER™ Professional, CFP®, my mission is to guide them through the fluctuating financial climate and provide peace of mind by helping them navigate today’s complex economic times.

As a member of a highly skilled team of financial professionals, I am equipped to address all of your financial needs including:

• Asset Allocation
• Investment Management
• Estate Planning
• Wealth Transfer
• Tax Strategies
• Risk Management
• College Funding Strategies
• Retirement Planning

About Michael:

Michael is a Certified Financial Planner™ professional. Michael also holds a number of industry licenses and designations, including the Life Underwriter Training Council Fellow® and the Chartered Financial Consultant® designations. Michael earned a Bachelor of Science degree in business administration from the University of Richmond. In his spare time, Michael enjoys many pass times, including reading, yoga and indulging his sweet tooth.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck