As a lead financial advisor, Michael Fuhr, CFP®, works closely with clients to develop coordinated investment and planning strategies that support their personal and financial success. Michael listens and evaluates the complex and interrelated investment and financial planning variables that are unique to each client, then formulates client strategies that incorporate real solutions using a true wealth management approach.
Michael co-chairs the Investment Committee, helping to identify investment and portfolio management initiatives. Additionally, he acts as the company’s Chief Operating Officer, integrating research, planning, and client-servicing efforts in support of our company’s and clients’ objectives.
Michael is active in the professional community. He is a member of the Financial Planning Association (FPA) and the McLean Estate Planning Council. He has been quoted by Forbes, US News and World Report, and CNBC.
Prior to joining SageVest, Michael held advisory positions with Best Wise Associates and Goodstein Financial, both California-based financial firms. He also worked in the motion picture industry before entering financial services.
Michael graduated from the Pennsylvania State University with a Bachelor of Arts (BA) in Communications, and later received the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from the CFP® Board of Standards.