Michael Bogardus

CFP®, ChFC®, AIF®
  • Financial Planner
  • Financial Services Representative
  • Investment Advisor Representative

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 PLANNERâ„¢ 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

 

michael bogardus

Michael Bogardus

CFP®, ChFC®, AIF®

Americans In The Workplace Study

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