Michael Pappis (CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Millennials
  • Tax Planning

Additional Information

Hello! I am Michael Pappis and I began my financial planning career serving high net worth individuals and families at a large, prestigious wealth management firm in Pittsburgh for over five years. Throughout my time at this firm, I created hundreds of comprehensive financial plans for a client base of mostly high-net worth pre-retirees and retirees. However, I began to develop my own notions of how to deliver financial advice.

It was important for me to be a fee-only financial planner who could help young professionals, like myself, organize and gain clarity around their financial lives. Today, many traditional financial planning firms have high investment minimums or pricing models that aren’t a good fit for young professionals. Therefore, in 2019 I founded Amity Financial Planning to provide fee-only holistic financial planning and investment management services to Gen X and Gen Y professionals.

As a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to the highest standards of excellence and professionalism in the industry. I am proud to be one of the approximately 5% of CFP® professionals under the age of 30 in the country.

When I do not have my financial planning hat on, I enjoy spending time with my family and friends. Coming from a Greek family, it shouldn’t be a surprise that I am a foodie and enjoy trying out new restaurants in and around the city. I also enjoy staying active by playing tennis and going for a run (mostly walk) on the handful of sunny days a year in Pittsburgh.

If you are a young professional who has been looking for a financial planner who can guide you through your complex financial life, do not hesitate to set up a free discovery call with me. I look forward to meeting you!

NAPFA Start Date

July 10, 2019

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This Office

Pittsburgh, PA 15237-3927 Phone: (202) 991-8062