Broker Check
Michael Beloff, CFP®, ChSNC®

Michael Beloff, CFP®, ChSNC®

Founding Partner, Wealth Advisor

Michael has over twenty years of financial services experience, enabling him to look at the complex issues facing families and small businesses from different perspectives to create strategies and tactics personalized for their specific opportunities, issues, needs, and goals.

In addition to earning the Certified Financial Planner ™ certification, Michael is a Chartered Advisor in Philanthropy (CAP®) and a Retirement Income Certified Professional (RICP®).

Inspired by his son with Autism, Michael has become a Chartered Special Needs Consultant® with extensive training and continuing education on the complex topics and particular challenges of caring for a dependent with special needs, including the constant changes in federal and state laws. Michael's expertise and ability to educate and empower has made him a noted speaker on the topic of special needs planning at both national and local venues including the National Autism Association, the Connecticut Down Syndrome Congress, the Autism Society of America, the US Autism and Asperger Association and COPAA. He has also appeared on CNN and in various publications including Financial Advisor magazine.

Michael serves on a number of volunteer boards, including the Advisory Board of the US Autism Association, Abilis (where he also serves as Treasurer), a non-profit organization serving intellectually and developmentally disabled individuals in lower Fairfield county, the Connecticut Council on Developmental Services, the Connecticut Governor’s Workforce Council Diversity, Equity and Inclusion Committee and the First Selectman’s Advisory Committee for People with Disabilities in Greenwich. A graduate of SUNY Albany and Columbia Law School, Michael lives in Stamford, CT with his wife Deborah and son Ben.

Professional Credentials:

Chartered Special Needs Consultant®
Chartered Financial Consultant®
Chartered Advisor in Philanthropy®
Retirement Income Certified Professional®
Chartered Advisor for Senior Living®
Chartered Mutual Fund CounselorSM
Five Star Wealth Manager Award 2012-2023*

Professional Licenses:
Series 7 & 66 Securities Licenses through LPL Financial
Life, Health, Variable Insurance, Property & Casualty, CT
Life, Health, Variable Insurance, FL, NY, NJ

* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2023 Five Star Wealth Managers.

RICP and CASL conferred by The American College.