Michael Beloff, CFP®, ChSNC®, CAP®, RICP®

CONNECT

Address:

2975 Westchester Ave, Suite 418
Purchase, NY 10577

Phone:

(914) 607-2241

Fax/Other:

(914) 437-7068

About Michael

Michael has over fifteen years of financial services experience, enabling him to look at the complex issues facing families and small businesses from different perspectives to create strategies and tactics personalized for their specific opportunities, issues, needs, and goals.

In addition to earning the Certified Financial Planner ™ certification, Michael is a Chartered Advisor in Philanthropy (CAP®) and a Retirement Income Certified Profesional (RICP®).

Inspired by his son with Autism, Michael has become a Chartered Special Needs Consultant® with extensive training and continuing education on the complex topics and particular challenges of caring for a dependent with special needs, including the constant changes in federal and state laws. Michael’s expertise and ability to educate and empower has made him a noted speaker on the topic of special needs planning at both national and local venues including the National Autism Association, the Connecticut Down Syndrome Congress, the Autism Society of America, the US Autism and Asperger Association and COPAA. He has also appeared on CNN and in various publications including Financial Advisor magazine.

Michael is a board member and Treasurer of Abilis, a non-profit organization serving intellectually and developmentally disabled individuals in lower Fairfield county, is a board member of SEEK CT and is a member of the First Selectman’s Advisory Committee for People with Disabilities in Greenwich.  A graduate of SUNY Albany and Columbia Law School, Michael  lives in Greenwich, CT with his wife Deborah and son Ben.

Professional Credentials:
CERTIFIED FINANCIAL PLANNERTM professional
Chartered Special Needs Consultant®
Chartered Financial Consultant®
Chartered Advisor in Philanthropy®
Retirement Income Certified Professional®
Chartered Advisor for Senior Living®
Chartered Mutual Fund CounselorSM
Five Star Wealth Manager Award 2012-2017

Professional Licenses:
Series 7 & 66 Securities Licenses through LPL Financial 
Life, Health, Variable Insurance, Property & Casualty, CT
Life, Health, Variable Insurance, FL, NY, NJ