Michael founded Gold Family Wealth, to help people. A person’s financial journey affects their emotional, relational and physical health, and Michael’s holistic planning approach realizes these connections.
His team looks at the big picture of the wealth journey through:
- wealth management to protect and grow your assets
- tax-smart strategy
- emergency fund and life insurance planning
- retirement and Social Security planning
- long-term care solutions
- estate and legacy planning
Michael believes the key determinant of investment success is investor behavior. His goal is to help folks tune out the noise and stay on track to pursue their goals.
In addition to being the founder and CEO of Gold Family Wealth, Michael was also named one of the Top 100 People in Finance by Top 100 Magazine.
Michael has 20 years of experience in financial planning. He earned a bachelor’s degree from the State University of New York College at Oneonta, an MBA from NYU Stern School of Business, specializing in quantitative finance and leadership. He also has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) credential.
Being the first in his entire extended family to graduate both from college and business school, Michael views education as a way of investing in himself to improve his skill set and have an even greater impact in the world.
Michael’s business life and personal life are intertwined – you can find him on the weekends playing a round of golf or enjoying a backyard BBQ with clients, friends and family, as he views them all as one and the same.
When Michael is away from the desk, you’ll find him with his family. He coaches his son’s little league baseball team. Michael and his oldest son train together in Brazilian Jiu-Jitsu.
Best piece of financial advice received:
Save and invest at the very least the first 10 cents of every dollar you earn.
What motivates you:
Something on your bucket list:
Play golf at Pebble Beach and Augusta National with my kids when they grow up
Building a loving and caring family