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Michael Beloff

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 ChSNC® i
Chartered Special Needs Consultant® :

Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

Professional Profile

About me (self-reported)

Michael is a Wealth Advisor providing comprehensive financial planning and investment management. Inspired by his son with Autism, Michael has become a ChSNC®, helping special needs families. Michael has spoken at numerous national venues including the US Autism Association, the Autism Society of America and COPAA.

Michael serves on the boards of Abilis, CT Council on Developmental Services, the CT Governor’s Workforce Council DEI Committee and Advisory Board of the US Autism Association.

Office Location 181 Turn of River Road, Suite 11

Stamford, CT 06905

View on Google Maps

My Expertise Philanthropic & Estate Planning, Retirement Income Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Special Needs Planning, Retirement Income Planning Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 ChSNC® i
Chartered Special Needs Consultant® :

Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Minimum Assets $250,000 - $499,999 Minimum Income $100K - $149,999 Languages Spoken (self-reported) English

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