Michael is a Registered Representative of Valmark Securities Inc., a member of Financial Industry Regulatory Authority (“FINRA”), an Investment Advisor Representative of Valmark Advisers Inc., and holds a Series 7 & 66 registration as well as Life, Health, and Variable insurance licenses. Michael believes that learning and education is one does over their lifetime and has obtained the Chartered Financial Consultant® (ChFC®) designation through The American College of Financial Services.
Michael has close to two decades of experience in the Financial Services industry spanning Banking, Operations, Insurance, Investments and Comprehensive Financial Planning. As a Principal of W3 Financial Group Michael works as part of a team providing advice, guidance, education, and financial planning services to residents of the Northern Virginia area.
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
