Yeung, Steve

syeung@viprofessionals.com

Germano, Michael

michael.germano@stewardpartners.com

Michael Germano, CFP®, ChFC® is a graduate of the Wharton School, University of Pennsylvania (Honors) who has backgrounds in financial planning, entrepreneurship and insurance.  Michael has been passionate about investing since childhood and this passion benefits Michael’s clients in his approach, attention and zealousness with portfolio/investment management. Michael, a CERTIFIED FINANCIAL PLANNERTM and CHARTERED FINANCIAL CONSULTANTTM (ChFC®), believes that having clear, meaningful, measurable and achievable goals is a necessity for achieving one’s personal lifestyle goals; consequently, he enables his client to set, clarify and achieve his/her financially related goals by engaging in holistic planning as defined by the six step process of the Certified Financial Planner Board of Standards.  Likewise, Michael believes that risk management is the foundation to all financial planning and this enables him to build a solid base for his clients by integrating insurance and estate planning into their financial lives.  Similarly, he sees the value in combining both active and passive investments, as wells as traditional and alternative investments—such as hedge funds and private equity when appropriate. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, 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. 030917-013458

 Website Links: http://www.stewardpartners.com/our-team/#

Linked In: https://www.linkedin.com/in/michaelgermano4/

Twitter: https://twitter.com/MJGIV1

Michael J. Germano, IV CFP®, ChFC®

Senior Vice President – Wealth Manager

Partner

Steward Partners Global Advisory, LLC

2 Grand Central Tower

140 East 45th Street, 36th Floor

New York, NY 10017

Direct: 212-364-0084

Steward Partners NYC Main #: 212-364-0364

Fax: 212-867-5922

Michael.germano@stewardpartners.com

www.stewardpartners.com

Steward Partners Global Advisory LLC maintains a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory LLC.

Ricks, Matthew

matthew.ricks@wellsfargoadvisors.com

 

Matthew Ricks is a Financial Advisor at Wells Fargo Advisors where he focuses on the preservation of his client’s wealth. He believes in creating a comprehensive investment plan tailored to the client containing clearly defined goals & objectives.

Weiss, Ken

Ken Weiss, JD, CFP®