Michael Cammarata, CFP®
Financial Advisor, Managing Partner
Mike is a Managing Partner at MSA Financial and a dedicated CERTIFIED FINANCIAL PLANNER® practitioner with nearly two decades of experience. With a passion for helping individuals, families, and business owners achieve their financial goals, Mike brings a wealth of knowledge, experience, and expertise to his clients' financial lives.
Experience and Expertise: With over 19 years of experience at MSA Financial, Mike provides personalized plans to a diverse range of clients. He understands that each client's financial situation is unique, and he is committed to creating customized strategies that address their specific goals and expectations.
Comprehensive Approach: Mike’s approach to financial planning extends beyond numbers. He believes in building strong, long-lasting relationships with his clients. By understanding their goals, values, and aspirations, he creates holistic financial plans that address not only their current needs but also their future dreams.
Client-Centric Philosophy: Commitment to serving clients underscores his belief that everyone deserves reliable financial guidance. His empathy and proficiency create a pathway to financial security.
Empowering Clients: Whether it's mapping out retirement goals, planning for children's education, or strategizing for business growth, Mike empowers his clients with the knowledge and tools they need to make informed financial decisions.
Mike specializes in crafting personalized strategies that encompass financial planning, retirement income planning, tax optimization, and estate planning. He collaboratively maps out clear financial goals, implements strategies, and creates investment plans tailored to his clients' aspirations and financial plans.
In addition to comprehensive retirement planning Mike focuses his practice on
- Business owner strategies: As a business owner himself, Mike understands the unique challenges faced by entrepreneurs firsthand. His proficiency lies in formulating strategies that not only save on taxes but also facilitate a smooth path towards business expansion and eventual sale.
- Executive Compensation Planning: For business owners and key executives, Mike offers strategic compensation planning with a focus on restricted stock and stock option planning while optimizing tax implications.
- Divorce Planning: Recognizing the unique financial challenges of divorce, Mike helps clients in protecting their assets and navigating the financial implications during divorce proceedings.
Let's Plan Your Future: Whether you're an individual, a family, or a business owner, Mike is ready to be your trusted partner on your financial journey. With a focus on personalized solutions and a deep understanding of the challenges you face, he is committed to helping you achieve your financial goals and secure your financial future.