Michael Halper, CFP^®

Hello there! I started Strateon Intelligent Wealth to make a positive impact on people’s lives. As your trusted financial planner and advisor, my mission is to work with you and empower you to be an active and equal participant in planning your financial future. My goal is for you to live your best life and to have a prosperous retirement. With our work together we'll get you there. I am a CERTIFIED FINANCIAL PLANNER™ professional through the CFP Board and have a Master of Science degree in Personal Financial Planning. I have also received the following certifications and designations: Master Planner Advanced Studies™ (MPAS®), Chartered Retirement Planning Counselor™ (CRPC®), Accredited Portfolio Management Advisor™ (APMA®), Accredited Wealth Management Advisor™ (AWMA®), Sports & Entertainment Accredited Wealth Advisor™ (SE-AWMA™), and Chartered SRI Counselor™ (CSRIC™). In digital assets and cryptocurrencies, I am a Certified Digital Assets Advisor (CDAA) and a Certified Blockchain & Digital Assets Advisor (CBDA). I'm also RIA Channel Certified in Digital Assets through the Nasdaq Advisor Academy and a recipient of the Certificate in Blockchain and Digital Assets. I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Fee-Only Network, and PlannerDAO. I want to understand what truly matters to you and tailor a financial plan that gives you peace of mind today and tomorrow. I care as much about why you're investing as what you're investing in. I look forward to meeting and discussing how we can build your financial future together.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Irregular Income, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes