Michael Germano, CFP®, ChFC® is a graduate of the Wharton School, University of Pennsylvania (Honors) who has a background in financial planning, entrepreneurship and insurance. He was with Citigroup for over ten years and has been in the financial services industry since 2003. His clientele include Independent Rebels, Preeminent Health and Wellness Practitioners and Psychology Professionals.

Michael has been passionate about investing since childhood, and his unique approach and zeal for portfolio/investment management greatly benefit his clients. An anomaly in the planning industry, Michael pursues unconventional (and efficient) remedies to help his clients achieve their goals. In every aspect of life, he believes in challenging the status quo and deconstructing social norms so he can lead others to their greatest potential. As a small-business owner, philanthropist and self-proclaimed disciple of health and wellness, Michael’s mission is to create an enduring legacy that positively impacts his family, community, and the world.