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Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, Email & Phone Number
Financial Adviser
at
Eagle Strategies, LLC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Adviser
Location
Waltham, Massachusetts, United States
Who is Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®,? Overview
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Quick answer
Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, is listed as Financial Adviser at Eagle Strategies, LLC, based in Waltham, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®,.
Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, previously worked as Co-Founder and Managing Member at Atlantic Planning Group, Llc and Financial Planner at Mutual Of New York. Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, holds Bs, Finance from Providence College.
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Email format at Eagle Strategies, LLC
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Eagle Strategies, LLC
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Profile bio
About Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®,
Since 1995, I have been privileged to serve as the Co-Founder and Managing Partner of Atlantic Planning Group headquartered in Waltham, MA. With nearly three decades of experience in the financial services industry, I have built long-term relationships with my clients by continually adding value and deliberately exceeding their expectations.My expertise is in business planning with an emphasis on executive benefits and succession planning. I also work with individuals and families in the areas of wealth management, financial planning, estate planning, retirement planning, life insurance, and charitable gifting. I’m a member of the Financial Planning Association, the National Association of Insurance and Financial Advisors, and the Boston Estate Planning Council. Prior to entering the financial services industry in 1987, I received a Bachelor of Science in Finance from Providence College. I live in Westwood, MA with my wife and three children.My DesignationsCertified Financial Planner (CFP®)Chartered Life Underwriter (CLU®)Chartered Financial Consultant (ChFC®)Chartered Advisor in Philanthropy (CAP®)Retirement Income Certified Professional (RICP®)To learn more about what I do and how I may be of service to your business or family, I invite you to connect with me here on LinkedIn or visit my website at AtlanticPlanning.com.
Current workplace
Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®,'s current company
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6 roles · 40 years
Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, work experience
A career timeline built from the work history available for this profile.
Co-Founder And Managing Member
CurrentAtlantic Planning Group is a financial services firm that is dedicated to providing businesses and affluent individuals and families with innovative financial solutions. For more than two decades, we have been designing and implementing custom-tailored financial strategies with a high level of competency and integrity for our clients. OUR MISSIONTo build long-term relationships by continually adding value and deliberately exceeding expectations.OUR OBJECTIVES- To clarify your goals so you can make confident decisions- To customize your plan with tailored solutions – always managed, always monitored- To develop a long-term relationship to grow trust, loyalty and value OUR COMMITMENT- To help you organize and simplify your complex lives.- To deliver the clarity and knowledge to make confident financial decisions in today’s dynamic landscape.- To get you to see the next phase in your life as your wealth and business grow.
Sep 1997 - Present
Financial Adviser
CurrentThrough my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allows me to provide the continuous financial guidance needed to help my clients achieve long-term financial success.---------------------Michael Broderick (CA Ins. Lic. #OB51202 is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA, CT, GA, FL, MA, ME, NH, NJ, NY, PA, RI, and VA. No insurance business may be conducted outside these states. He is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, ME, NH, NJ, NY, PA, RI, and VA. No offers may be made or accepted from any resident outside the specific states referenced. Atlantic Planning Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Atlantic Planning Group, LLC is a separately registered as an investment adviser offering financial planning services in Massachusetts. Michael is registered as investment adviser representative offering certain advisory services under Eagle Strategies LLC, a Registered Investment Adviser in the states of CA, CT, FL, GA, MA, NH, NJ, NY, PA, RI, and VA. As such, these services are strictly intended for individuals residing in these states. Neither The Atlantic Planning Group, LLC its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation.
Jan 1995 - Present
Financial Planner
Mutual Of New York
1987 - 1995
~8 yrs
Real Estate Broker
Jan 1985 - Jan 1987
Property Manager
Jan 1984 - Jan 1985
2 education records
Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, education
Bs, Finance
Providence College
Education record
Catholic Memorial
FAQ
Frequently asked questions about Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®,
Quick answers generated from the profile data available on this page.
What company does Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, work for?
Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, works for Eagle Strategies, LLC.
What is Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®,'s role at Eagle Strategies, LLC?
Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, is listed as Financial Adviser at Eagle Strategies, LLC.
Where is Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, based?
Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, is based in Waltham, Massachusetts, United States while working with Eagle Strategies, LLC.
What companies has Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, worked for?
Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, has worked for Eagle Strategies, Llc, Atlantic Planning Group, Llc, Mutual Of New York, Carlson Gmac Real Estate, and Haynes Management Inc..
How can I contact Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®,?
You can use AeroLeads to view verified contact signals for Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, at Eagle Strategies, LLC, including work email, phone, and LinkedIn data when available.
What schools did Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, attend?
Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, holds Bs, Finance from Providence College.
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