Back to Search Favorites List

Michael Tarascio (CFP®)

Michael Tarascio focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs

Planning Specialties

We provide comprehensive financial planning for business owners and self-employed professionals who want to align their business success with long-term personal wealth.

Our focus includes:

  • Highly customized retirement plans designed to maximize tax savings and business owner deferrals
  • Strategic use of solo 401(k)s, SEP IRAs, and profit sharing plans to shelter income and build wealth
  • Tax planning strategies like Roth conversions, S-Corp optimization, and gifting strategies
  • Integrated investment management with low-cost portfolios and built-in tax efficiency
  • Retirement income planning that helps reduce taxes on 401(k)s, IRAs, and brokerage accounts
  • Business exit and transition strategies to help you convert equity into long-term financial security
  • A clear plan to avoid high-cost products, hidden fees, and common financial traps<=

    If you're a high-income entrepreneur looking for a smarter, simpler way to manage your money — we’re here to help you own your success with confidence.

    Ready to turn income into long-term freedom? Let us help!

    • Additional Information

    Michael Tarascio, CFP® is the Founder and Lead Planner at Tarascio Financial Planning, a firm built specifically for high-income business owners and self-employed professionals who want to simplify their finances, lower their tax bill, and grow long-term wealth without the fluff.

    After 12 years rising through the ranks in corporate America, Michael made a deliberate choice to build something different — a planning firm focused on real relationships, not revenue quotas. Today, he works closely with business owners and self-employed professionals who want proactive strategies, straight talk, and a financial partner who understands the risks and rewards of entrepreneurship. His clients aren’t looking for fluff — they want sharp planning that helps them grow, protect, and use their wealth with purpose.

    Michael is a CERTIFIED FINANCIAL PLANNER™ with degrees from the University of Oregon and Boston College. When he's not guiding clients, you'll find him playing soccer with his kids, mountain biking, or enjoying life outdoors with his wife and family.

    At TFP, the culture is rooted in grit — inspired by Angela Duckworth’s research — and it shows in how we show up for our clients. No commissions. No product sales. No BS. Just straight-up, fiduciary advice from someone who understands what it's like to build something from the ground up.

    Curious if we’re a fit? Let’s start a conversation!

    NAPFA Start Date

    June 12, 2021

    Visit Website Download vCard
    Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
    Submit
    Visit Website Download vCard
    Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

    Submit

    This Office

    4540 E Baseline Road Ste 105 Mesa, AZ 85206 Phone: +1 (503) 995-3120
    View

    Other Offices

    4949 S. Macadam Ave. Portland, OR 97239 Phone: (503) 567-5781
    View
    Visit Website