Michael Sava (CFP®, CIMA®)

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

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

FirsTrust is a Fee-Only ensemble of financial experts serving Georgia and Florida from multiple locations. Clients can select from our ala carte menu of services to custom-assemble a team of experts in the fields of investments, taxes, trusts & estates, and retirement planning.

Additional Information

PROFESSIONAL HISTORY:

Mike is a long time resident of Atlanta, GA and a former Managing Associate of Henssler Financial in Atlanta; a Senior Financial Advisor with Merrill Lynch Private Banking and Investment Group; and a Financial Consultant with Smith Barney in Atlanta. 

EDUCATION:

BA, University of Wisconsin; Certified Financial Planner (CFP) certificant; Certified Investment Management Analyst (CIMA) certificant; Passed Level II of the CFA program; completed the Certified Fiduciary Auditor Program from Center for Fiduciary Studies.

ASSOCIATIONS

Member, Atlanta Society of Finance and Investment Professionals (CFA Institute): Financial Planing Association (FPA) of Atlanta; Investment Management Consultants Association (IMCA). Registered Advisor; National Association for Personal Financial Advisors (NAPFA).

Personal note:

Mike is an avid golfer and actively involved with his son's NYO sporting activities.

NAPFA Start Date

October 03, 2016

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This Office

113 Executive Cir Daytona Beach, FL 32114-1180 Phone: (386) 788-3737

Other Offices

121 S Orange Ave Ste 1500 Orlando, FL 32801-3241 Phone: (407) 859-4334
1576 Bella Cruz Dr Ste 322 The Villages, FL 32159-8969 Phone: (352) 753-8589
3340 Peachtree Rd NE Ste 580 Atlanta, GA 30326-1059 Phone: (404) 991-2788