Michael Tarascio (CFP®)

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

Business Owners

Entrepreneurs

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Tax Planning

Planning Specialties

We provide comprehensive, unbiased financial advice and guidance to small business owners. Our singular focus and mission is to utilize financial planning to help business owners pay less tax, reduce employee turnover, manage investments and leverage their business to transfer wealth to loved ones or charities. We utilize retirement plan advising, investment management, and comprehensive planning to serve our clients.

Additional Information

Michael is the Lead Planner and Founder of Tarascio Financial Planning, LLC, an Oregon-based Registered Investment Advisor. He is passionate about collaborating with business owners to improve their workplace retirement plans. He also advises on comprehensive financial planning, investment management, and estate planning.

Michael believes in the work his firm provides and is committed to helping entrepreneurs be better business owners by reducing exposure to liability, maximizing employee loyalty and paying less tax. Michael is a CFP® Professional and received his B.A. from the University of Oregon and M.A. from Boston College. He lives in the Pacific Northwest with his wife of 13 years, 3 children and German Shepherd. When he’s not working you can find him playing soccer with his kids, mountain biking and traveling.