Michael F. Broderick, Cfp®, Clu®, Chfc®, Cap®, Email & Phone Number

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.