Michael Biggica (CFP®, MBA)
Michael Biggica focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- AUM
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
- Investment Management
- Budget Strategy
- Education Planning
- Path to Home Ownership
- Equity Compensation
- Employee Benefits
- Retirement Planning
- Risk Management
- Tax Strategy
Additional Information
Mike has over 15 years of experience in the financial industry, holds the CFP® designation, and serves as a fiduciary. His focus is to serve as your personal financial advocate and make your goals a priority.
As a native New Yorker and former investment banker, he has experienced living and working in two major metropolises, and understands the complexities of managing a busy lifestyle among a high cost of living environment.
NAPFA Start Date
March 30, 2017