Mike has firmly established his place in the Boca Raton community, while founding his financial planning firm Tortuga Financial. Mike has developed and refined a process called the Checklist Formula™, which is designed to put all pieces of the financial puzzle together, where clients aspire to achieve financial independence and fulfill their bucket list experiences.
Mike’s career started in 1998, and he became a CERTIFIED FINANCIAL PLANNER™ professional in 2004. As a CFP® practitioner, which is one of the most respected designations in the financial services industry, he is held to a fiduciary standard, and is committed to the highest ethical standards of his profession. He brings passion and energy to his interests and never jokes about his work.
When out of the office, you can likely find Mike exploring the underwater world as an avid scuba diver. He also enjoys lifting weights, running, Covid-free travel, and coaching girls’ soccer. He resides in Boca Raton with his wife, their two daughters, and their mix-breed dog Luna.
Favorite Sea Creature: Sharks "I respect sharks for their ability to survive on earth for hundreds of millions of years. They are exceptionally beautiful to see underwater in their own environment."