Michael J. Abbate, Cfp®, Chfc® Email and Phone Number
Michael J. Abbate, Cfp®, Chfc® work email
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Michael J. Abbate, Cfp®, Chfc® personal email
Michael J. Abbate, Cfp®, Chfc® phone numbers
Michael Abbate, CFP®, ChFC® is a Partner with ATLAS Navigators, LLC and is responsible for running Atlas Lifestyle Planning Group, a full service Registered Investment Advisory firm and Atlas Risk Management Group, a full service insurance brokerage firm. Michael’s background spans over 28 years in the Financial Services industry, beginning on institutional trading floors around the world, including New York, Chicago, London and Paris. He made the switch to individual and small business investing, financial planning and advising over 19 ago, desiring to connect with clients on a personal level, rather than overnight and across the oceans.Michael brings a measured, individually-tailored focus to his clients and their financial, business and risk-management needs. He’s experienced in long-term investment strategy, retirement and estate planning, tax-advantaged wealth management concepts, and insurance and other contingency-planning vehicles. He is a strong believer in continuing education and ongoing research and training, so he’s able to offer clients a variety of solutions to their financial problems and needs, and he insists that clients come first, always. Integrity, honesty, service and transparency are the very cornerstones of his practice.Michael is a recipient of several industry awards and honors, holds his ChFC®(Chartered Financial Consultant), and CFP® (Certified Financial Planner) designations. Currently, he is on the board for the YMCA Camp Sky-Y branch. He has served as a member of the Board of Directors of the Phoenix Chapter of The National Association of Insurance and Financial Advisors (NAIFA) and has graduated from that organization’s Leaders in Life Institute (LILI) program. Michael and his wife of 25 years are enjoying empty nesting in Aurora, CO with their family dogs.
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PartnerAtlas Navigators Llc Feb 2019 - PresentColorado Springs, Colorado, Us -
Managing PrincipalAtlas Risk Management Group Llc Apr 2018 - Present
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Chief Executive Officer, Director Of Financial PlanningDynamic Wealth Partners Jul 2015 - Feb 2024Dynamic Wealth Partners is a full-service, relationship-oriented, client-centered financial services firm. Whether you're just starting out and want to build wealth along the way, or you're near retirement and want to make sure you have enough, we can help. Our team of experienced financial and business professionals will work with you to identify your needs, plan for the unexpected, and ultimately, to prepare for the financial goals and lifestyle you've always dreamed about. Protect your life, your income, your family, and your future. At Dynamic Wealth Partners, we guarantee that each and every client receives a thoughtful and thorough financial analysis, savvy strategic planning, exceptional client service, and unparalleled integrity throughout our professional partnership.
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Senior Financial Services Rep/Princor Registered Rep/Investment Adviser RepCaduceus Financial Services Llc (Licensed Through Principal Financial Group) 2006 - Jul 2015Des Moines, Iowa, UsI am in the relationship business. My clients' goals are what set the agenda. I help business owners and individuals meet their risk management, retirement, and investment needs with dynamic solutions tailored to their unique set of circumstances and lifestyles. As an Investment Adviser Representative, I do fee-based planning and education seminars, in addition to managing assets. -
Otc Fx BrokerCargill Investor Services May 2000 - May 2005Wayzata, Minnesota, UsActed on behalf of clients to execute trades on an agency desk. -
Interbank Marketer Interest Rate DerivativesBanque Paribas 1996 - 2000Paris, FrSaved the desk money by doing deals directly with other banks versus through the brokerage market
Michael J. Abbate, Cfp®, Chfc® Skills
Michael J. Abbate, Cfp®, Chfc® Education Details
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Tulane University - A.B. Freeman School Of BusinessManagement -
Tulane UniversityGeneral
Frequently Asked Questions about Michael J. Abbate, Cfp®, Chfc®
What company does Michael J. Abbate, Cfp®, Chfc® work for?
Michael J. Abbate, Cfp®, Chfc® works for Atlas Navigators Llc
What is Michael J. Abbate, Cfp®, Chfc®'s role at the current company?
Michael J. Abbate, Cfp®, Chfc®'s current role is Partner at ATLAS, Lead for ATLAS LPG and RMG.
What is Michael J. Abbate, Cfp®, Chfc®'s email address?
Michael J. Abbate, Cfp®, Chfc®'s email address is mi****@****ate.com
What is Michael J. Abbate, Cfp®, Chfc®'s direct phone number?
Michael J. Abbate, Cfp®, Chfc®'s direct phone number is +160295*****
What schools did Michael J. Abbate, Cfp®, Chfc® attend?
Michael J. Abbate, Cfp®, Chfc® attended Tulane University - A.b. Freeman School Of Business, Tulane University.
What are some of Michael J. Abbate, Cfp®, Chfc®'s interests?
Michael J. Abbate, Cfp®, Chfc® has interest in Basil, Our Partnership Becomes More Effective, Children, Green Beans, Gardening, Technology, With 20+ Years Of Practice, Problem Solving, Eggplants, Education.
What skills is Michael J. Abbate, Cfp®, Chfc® known for?
Michael J. Abbate, Cfp®, Chfc® has skills like Investments, Financial Services, Retirement, Insurance, Risk Management, Financial Advisory, Finance, Estate Planning, Small Business, Retirement Planning, Strategic Planning, Employee Benefits.
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