Broker Check
Michael Lynch, CFP®

As an Investment Advisor Representative, I have been assisting clients with their retirement planning needs for several years. With over a decade of experience in the financial services industry, I have developed a specialization in personal investments. Prior to founding our practice with my partner, Isidro Huerta, I worked at MetLife and Principal Financial Group, gaining valuable insights and knowledge along the way. I hold the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which reflects my commitment to providing exceptional financial advice and services to my clients. I obtained my bachelor’s degree in economics from the Universidad de Lima in Peru, laying the foundation for my understanding of the intricate world of finance.

What I love most about my job is the opportunity to meet and help clients with their financial needs. Each person, family, and business is unique, and I take the time to thoroughly understand their individual requirements. By doing so, I can help design strategies that align with their goals. Our clients are at the center of our business, and we are dedicated to building strong and enduring relationships based on trust, integrity, and success.

Interacting with my clients is a source of great joy for me. I find immense satisfaction in knowing that I am playing a part in helping them achieve their financial goals. I actively listen to their needs and prioritize their interests to design and implement tailored financial planning and wealth management strategies. Furthermore, I strive to create lasting relationships with my clients. We have been fortunate enough to serve many clients for several years, and we aim to continue nurturing these relationships for many more. I believe that the greatest value I can offer my clients is my availability and unwavering dedication to putting their interests first. By being accessible and responsive, I ensure that my clients feel supported and confident in their financial decisions.

I currently reside in Miami, Florida, with my wife, Melissa, and our daughter, Zoe. In my free time, I indulge in playing soccer, tennis, and cycling. I find great pleasure in exploring new cultures through travel, and I enjoy expanding my knowledge through reading and watching movies.