Michael Beardi

Michael Beardi Email and Phone Number

Alexandria, VA, US
About Michael Beardi

As a Senior Financial Advisor, I help military and federal employees properly allocate their TSP, tailor it to their needs, and generate a retirement strategy that solves the most dangerous courses of action (COAs) so they can enjoy a well-deserved retirement.Have you ever experienced any of these feelings:● Concerned about making the right choices with your TSP● Worried about protecting your hard-earned retirement or outliving your retirement savings? ● Uncertainty about the future of federal employee benefits?As a Senior Financial Advisor, I help government employees:✔ Secure a financial future by providing a customized TSP Allocation in your best interest, thanks to my deep understanding of military and federal employees TSP and their unique challenges.✔ Craft a retirement strategy designed to guide you towards not outliving your retirement savings. ✔ Become empowered with a clear retirement strategy for navigating career transitions and compensating for benefits lost, ensuring your family's security and a prosperous future while maximizing income and returns while minimizing taxes. Feel free to connect with me on LinkedIn or use the contact details below if you're aiming to secure a comfortable lifestyle or a solid retirement.☏ 703-314-2315✉ michael.beardi@gmail.com https://www.parsonex.com/team-1/michael-beardi

Michael Beardi's Current Company Details
Objective Resources Inc.

Objective Resources Inc.

View
President
Alexandria, VA, US
Website:
parsonex.com
Employees:
44
Michael Beardi Work Experience Details
  • Objective Resources Inc.
    President
    Objective Resources Inc.
    Alexandria, Va, Us
  • Parsonex Securities Inc.
    Senior Financial Advisor
    Parsonex Securities Inc. Jul 2007 - Present
    ➤ WHAT I DO:I provide tailored retirement plans for military personnel and federal employees. My focus is helping federal employees build long-term financial security by optimizing federal benefits, customized TSP Allocation, and creating a grand strategy to support government employee's retirement goals. ➤ HOW I DO IT:My approach to financial planning is highly personalized. I start by thoroughly understanding your unique goals and circumstances. Leveraging my federal benefits and insurance expertise, I customize a comprehensive retirement strategy that seeks to provide clarity for government employees. ➤ WHAT MAKES ME DIFFERENT:My deep understanding of the unique financial needs of military personnel and federal employees sets me apart. I specialize in personalized strategies to protect and grow wealth, combining expert knowledge of federal benefits with a solid commitment to guiding you toward financial security and maximizing your retirement.✔ Want To Learn More?☏ 703-314-2315✉ michael.beardi@gmail.com https://www.parsonex.com/team-1/michael-beardi Military Financial Planning| FERS Retirement Advisor| Insurance Planning
  • Objective Resources Inc.
    President
    Objective Resources Inc. Aug 1998 - Present
    Options trading company which makes money in up, down and sideways markets.
  • Office Of The Secretary Of Defense
    Colonel, Budget Appropriations Affairs, Office Of The Under Secretary Of Defense - Comptroller
    Office Of The Secretary Of Defense Jul 2021 - May 2023
    Pentagon Rm. 3D755
  • Army National Guard
    Colonel
    Army National Guard Jul 2014 - May 2023
    Arlington, Va
    Colonel, Budget Appropriations Affairs, Office of the Under Secretary of Defense - Comptroller Budget Formulation ChiefCertifying Officer for the Army National Guard.
  • Us Army
    Colonel
    Us Army 1988 - May 2023
    Colonel, Budget Appropriations Affairs, Office of the Under Secretary of Defense - Comptroller Budget Formulation Chief, Army National GuardExecutive Office, Military Assistant NGB J-8Deputy Director, Office of the Assistant Secretary of Defense, Readiness (Resources)Certifying Officer, Branch ChiefResource Management Branch ChiefBudget Execution ChiefChief of OperationsTraining Resource Management Branch ChiefPlans and Program Section ChiefOperations OfficerTransformation OfficerAir Operations OfficerBrigade Logistics OfficerLNO OfficerBrigade Asst Operations OfficerCommanderMaintenance OfficerBattalion Asst Operations OfficerCommanderAdjutantExecutive OfficerTank Platoon LeaderPrivate, Army Reserves
  • Heritage Estate Services
    Representative
    Heritage Estate Services Jul 2008 - Jul 2021
    A Will takes you into Probate. A Living Trust avoids Probate. Heritage Living Trust guides through this process of passing assets from generation to generation for over 20 years.http://heritagelivingtrust.com/Beardi
  • Send Out Cards
    Manager
    Send Out Cards May 2008 - Aug 2018
    A great way to stay in touch with clients, friends and family. https://www.sendoutcards.com/Michael_Beardi/
  • Primerica
    Financial Advisor
    Primerica Nov 2006 - Aug 2007
  • Bank Of America
    Senior Investment Advisor
    Bank Of America Oct 2004 - Jul 2006
  • Quick & Reilly
    Senior Investment Advisor
    Quick & Reilly Apr 2001 - Oct 2004
  • Prudential Financial
    Financial Advisor
    Prudential Financial Jan 2000 - Apr 2001
  • Paine Webber And Company
    Financial Advisor Trainee
    Paine Webber And Company Sep 1999 - Jan 2000
    Passed the Series 7 General Securities Representative, Series 65 Uniform Securities Act, and Series 63 Uniform Securities Agent Exam.

Michael Beardi Skills

Investments Securities Leadership Management Series 7 Finance Series 63 Retirement Planning Training Program Management Budgets Risk Management Military Insurance Mutual Funds Life Insurance Financial Advisory Options Long Term Care Series 6 Organizational Leadership Retirement 401k Asset Strategic Financial Planning Financial Planners Government Wealth Management Financial Services Portfolio Management Asset Management Investment Advisory Small Business Term Life Insurance Finra Asset Allocation Employee Benefits Defense Financial Analysis Trading Banking Estate Planning Budget Executive Management Financial Modeling Personal Finance Investment Strategies Asset Managment Mortgage Lending Series 65

Michael Beardi Education Details

Frequently Asked Questions about Michael Beardi

What company does Michael Beardi work for?

Michael Beardi works for Objective Resources Inc.

What is Michael Beardi's role at the current company?

Michael Beardi's current role is President.

What is Michael Beardi's email address?

Michael Beardi's email address is mi****@****nex.com

What is Michael Beardi's direct phone number?

Michael Beardi's direct phone number is +170331*****

What schools did Michael Beardi attend?

Michael Beardi attended The United States Army War College, Embry-Riddle Aeronautical University, State University Of New York College At Fredonia, Iroquois.

What are some of Michael Beardi's interests?

Michael Beardi has interest in Trading Stock Options.

What skills is Michael Beardi known for?

Michael Beardi has skills like Investments, Securities, Leadership, Management, Series 7, Finance, Series 63, Retirement Planning, Training, Program Management, Budgets, Risk Management.

Who are Michael Beardi's colleagues?

Michael Beardi's colleagues are Adam Drewry, ★ Steven Boyd ★ Financial Advisor, Sharon Levister, Larry Smith, Matthew Pettera, Deshawn Lewis, Robert Sutton.

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