Instructor Biography

About The Instructor

Michael is a seasoned financial professional and Florida native with a career marked by a deep commitment to financial planning and practice management. Initially driven by an interest in white-collar crime investigation and an aspiration to join the FBI, Michael's path shifted during his tenure at a prominent public accounting firm, where he discovered his true passion: personal financial planning. Here, he found fulfillment in helping individuals and families navigate complex financial landscapes.
Michael holds a degree in Business and Economics from Lehigh University and a Master's in Taxation from Florida International University. He is a Florida CPA, Certified Financial Planner (CFP®), and Personal Financial Specialist (PFS) through the AICPA, reflecting his dedication to excellence in his field.
With comprehensive expertise in financial planning, Michael guides clients through all stages of wealth management, from accumulation to preservation and legacy planning. His approach combines technical proficiency with an understanding of the unique goals of each client. In practice management, Michael has successfully led teams and developed strategies that enhance client satisfaction and operational efficiency.