Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Michael Bogdan

Michael Bogdan

Financial Planner

A Financial Planner with a technical education. Michael helps his clients achieve financial peace of mind with his organizational skills and innovative thinking. He has had experience as a Stock Broker, Software Programmer, Educator, Chemist and Entrepreneur. Each of these unique experiences has helped him bring his real life experiences to his clients’ lives.

He has insurance licenses and is an Investment Advisor Representative and Registered Representative. He continues to be involved in developing software and has been an educator at an internationally renowned private school and a major University. In his downtime, Michael founded a ground-breaking science camp for kids program and an applied research entity developing plastics that eventually come apart in water.

One of Michael’s more notable successes working for his clients comes from his experience of being faced with the challenge of paying for two college educations. Based on his own experience and experimentation Michael developed a methodology for integrated college financial aid planning that has become one of his most sought after services. The process he takes his clients through for college funding is the same approach he takes with financial planning, a client-focused planning approach.