Michael Berry, Chfc Email & Phone Number

Michael brings over 25 years of experience in the financial services, risk management, asset protection, wealth management, private equity and investment banking arena. He specializes in insurance, asset protection, tax reduction, executive benefits, asset allocation and comprehensive financial planning strategies for a select group of U.S., and global citizens.Michael and his team support a client list comprised of the top 5% of plastic surgeons, dermatologists, and health care professionals worldwide. He is passionate about serving the healthcare and aesthetics industry as well as all entrepreneurs.In2021, 2022, 2023, and 2024 Michael was recognized as one of the nation's top financial security professionals (#33 USA) and (#1) in Connecticut by Forbes. Mr. Berry was also named one of the “Top 100 People in Finance Worldwide” by the Top 100 Magazine. In 2009, he received the “Four Under Forty” award as a top advisor from NAIFA and the “Ann Liston Award for Excellence in Ethical Standards” from Northwestern Mutual. Additionally, Medical Economics Magazine has recognized Michael as one of the “150 Best Financial Advisors for Physicians.”Michael is a published author and speaker. His work has appeared in Physicians Money Digest, Medical Economics, The Law Journal Newsletters, and Financial Advisor Magazine. Michael is a veteran speaker and has addressed audiences at the HCAA (National CPA Health Care Advisors Association), The Business of Pain Management, Lion Street Indaba, The Rainmaker Companies, and national industry association events.Michael graduated from the University of Rhode Island in 1991, with a Bachelor of Arts degree incommunications. He holds the designation of Chartered Financial Consultant (ChFC) from the AmericanCollege in Pennsylvania, is licensed in life, health, and accident insurance, and holds NASD Series 6, 63, 66, and 7 licenses. When Michael is not serving clients, he is dedicated to his family, enjoys CrossFit, tennis, wake surfing, and all things automobiles. Apricity Financial, LLC (“Apricity Financial”) is a registered investment advisor. Apricity Financial provides investment advisory and related services for clients nationally. Apricity Financial will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.apricity-advisors.com.

Listed skills include Financial Planning, Financial Services, Financial Advisory, Insurance, and 11 others.