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Michael Ahrens, CFP®, CPM®

Managing Director

Managing more than just your portfolio, I help guide you through life’s financial challenges so that you can focus on what matters most – your family, your passions, and your goals.

Whether you’re running a business, approaching retirement, or saving for a child’s education, you want to know: Am I prepared? What should I do next? And ultimately: Will I have enough?

I can help you find the answers to these tough questions. Certified as both a CERTIFIED FINANCIAL PLANNER® professional and a Certified Portfolio Manager®, I have the ability to create both a plan centered around your goals and a customized investment strategy to help you attain them.

Outside of the office, I enjoy spending time with my wife and three children. I also have a passion for golf, coaching youth sports, taking my daughter to horse-riding lessons, and gardening.

CA Insurance License Number: 4034238. Resident State NJ

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