Michael Taras, Cpwa®, Cfp®, Crpc® Email and Phone Number
Michael Taras, Cpwa®, Cfp®, Crpc® work email
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Michael Taras, Cpwa®, Cfp®, Crpc® personal email
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Michael is dedicated to helping his clients build and preserve generational wealth, and leave a legacy for their loved ones and beloved charities. His comprehensive, strategy-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests are hallmarks of his approach.Mike is a CERTIFIED PRIVATE WEALTH ADVISOR® designee. He uses this knowledge to provide a holistic and multidisciplinary approach to advising that includes wealth strategies, estate planning, tax management, legacy planning, and family dynamics.As a CERTIFIED FINANCIAL PLANNER™ professional, Mike holds one of the most respected financial planning credentials. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA ®” and “Certified Private Wealth Advisor ®”. Use of the CPWA ® or Certified Private Wealth Advisor ® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James
View- Website:
- raymondjames.ca
- Employees:
- 5
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Financial AdvisorRaymond James Apr 2022 - PresentSt. Petersburg, Florida, UsRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Financial AdvisorUbs Jan 2022 - Apr 2022Zurich, Ch -
Senior Wealth Strategy AssociateUbs Oct 2019 - Dec 2021Zurich, ChOur team at Taras Wealth Management works to emphasize asset allocation and total wealth management with a focus on retirement planning; we also help with strategies surrounding education funding, charitable giving and estate planning.I have attained the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. I am FINRA-registered and hold Series 7 and 66 securities licenses as well as licenses for life, health insurance and variable annuities.
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Financial AdvisorCapital Analysts Of Jacksonville, Florida Inc. Mar 2017 - Sep 2019Capital Analysts of Jacksonville, Florida, Inc. is a locally owned, independent full-service fee based financial planning, wealth management and employee benefits firm. Founded in 1968, the firm provides objective advice and customized solutions to high net worth clients, business owners, executives and professionals in all areas of financial planning, wealth management and employee benefits. The Capital Analysts team uses their extensive professional expertise to design, implement and monitor customized plans for clients who value a high level of personal service and a long-term relationship. Clients served range from individuals to corporations, to owners of closely-held businesses to executives, self-employed professionals and families of exceptional wealth. For implementing our recommendations to clients our advisors offer a non-proprietary, open architecture platform of financial products and services.
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Retirement Education Specialist CrpcMerrill Lynch Sep 2014 - Mar 2017New York, Ny, UsMy responsibility is to educate clients and discuss the different options regarding their retirement plans. We want to recognize opportunities that will be most beneficial to the client. This involves utilizing strategies that will help our clients reach their retirement goals. -
Registered RepresentativeMerrill Lynch Feb 2013 - Sep 2014New York, Ny, UsI am Series 7, Series 63, and Series 66 registered representative. I work in a high pressure environment and am expected to meet a certain level of metrics on which I am measured, such as asset retention and customer satisfaction. I assist participants with their 401K plans held with Merrill Lynch. I communicate to them how the plans work and the different investment options they have within them. I process security transactions involved with distributing funds from 401K accounts. I am now trained on pensions and self direct brokerage accounts. I am currently enrolled at the University of North Florida with a dual major in financial services and finance.
Michael Taras, Cpwa®, Cfp®, Crpc® Skills
Michael Taras, Cpwa®, Cfp®, Crpc® Education Details
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University Of North FloridaFinancial Planning And Services -
Florida State College Of JacksonvilleBusiness
Frequently Asked Questions about Michael Taras, Cpwa®, Cfp®, Crpc®
What company does Michael Taras, Cpwa®, Cfp®, Crpc® work for?
Michael Taras, Cpwa®, Cfp®, Crpc® works for Raymond James
What is Michael Taras, Cpwa®, Cfp®, Crpc®'s role at the current company?
Michael Taras, Cpwa®, Cfp®, Crpc®'s current role is Financial Advisor at Raymond James & Associates.
What is Michael Taras, Cpwa®, Cfp®, Crpc®'s email address?
Michael Taras, Cpwa®, Cfp®, Crpc®'s email address is mi****@****ail.com
What schools did Michael Taras, Cpwa®, Cfp®, Crpc® attend?
Michael Taras, Cpwa®, Cfp®, Crpc® attended University Of North Florida, Florida State College Of Jacksonville.
What skills is Michael Taras, Cpwa®, Cfp®, Crpc® known for?
Michael Taras, Cpwa®, Cfp®, Crpc® has skills like Profit, Customer Service, Customer Retention, Inventory Management, Sales Process, Forecasting, Income Statement, Sales, Inventory Control, Pricing, Account Management, Store Management.
Who are Michael Taras, Cpwa®, Cfp®, Crpc®'s colleagues?
Michael Taras, Cpwa®, Cfp®, Crpc®'s colleagues are Mary Beth H., Keegan R. Hyland, Cfp®, Mba, Lynn Guinther, James Regan, Ruben Rakonczai, Safik Ansari, Chantal Gonsalves.
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