Michael

ABOUT Michael

Michael Paregian is responsible for supporting and working closely with advisors and clients to provide advice and planning that connects clients to their purpose and promise. He works with other specialists to provide best-in-class advice around asset allocation, cash management, lending, estate planning, income, tax, philanthropic and financial planning.

Michael joined the organization in 2017 and has been in the financial services industry since 1996. Most recently he was a Senior Financial Advisor with the Vanguard Group. At Vanguard, he worked with high-net-worth families providing wealth management advice.

Michael holds a bachelor’s degree from the University of Maryland, earned his CFP® certification in 2008, and his CTFA designation in 2018. He has written financial planning articles for Physician’s Money Digest, the Wilmington News Journal, and Vineyard and Winery Management.

Michael resides in Garnet Valley, Pennsylvania with his wife and their three children. He enjoys spending time with his family and friends. He also enjoys playing competitive tennis, reading and juggling.

Designations

CFP® - Certified Financial Planner

Qualifications

Licensed - Yes

License No -

License Type -

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Education Loans
Mortgages
Business Consulting
Financial Aid
FAFSA Review

Meetings Offered

My Office
Workplace
Home Visits
Over Phone
Webmeetings

Availability

Mornings
Afternoons