Alumnus of the Month

Michael F. Broderick

Michael F. Broderick

CFP®, CLU®, ChFC®, CAP®

September 2014

Michael is a co-founder and managing member of the Atlantic Planning Group, LLC. Michael has been in the financial services field since 1987. Michael spends the majority of his time working with business owners and executives helping them to crystallize their objectives for business succession, financial independence and legacy planning.  Once they have outlined their objectives, he works with them and their team of advisors to take action and manage the progress of their plans.

Michael is the 2014 Immediate Past President for New York Life’s Agents Advisory Council (AAC).  He has served as a member since 2010. In 2013, he served as President for the AAC.  He is a MDRT life member and a current Top of the Table producer.

He is a Certified Financial Planner™ Professional, a Chartered Life Underwriter (CLU®) a Chartered Financial Consultant (ChFC®) and a Chartered Advisor in Philanthropy (CAP®). Michael is a member of the Financial Planning Association, National Association of Insurance and Financial Advisors, and the Boston Estate Planning Council.

Michael holds a B.S. degree in Finance from Providence College.

For his commitment to education and the financial services industry, we are proud to recognize Michael F. Broderick, CFP®, CLU®, ChFC®, CAP® as the September 2014 Alumnus of the Month.