Michael Ahrens, CFP®, CPM®

My journey began with valuable lessons learned early on about the significance of prioritizing financial well-being.

From counting coins with my grandfather while he discussed the despair of the Great Depression to my Father taking me to make a savings deposit after cutting lawns, these experiences instilled in me a desire to teach others how to benefit from the financial wisdom passed down to me.

As a Certified Financial Planner® and Certified Portfolio Manager, I craft bespoke plans focused on your goals and then create customized investment strategies based on those goals.

Over a 25-year career, my approach has evolved to center on guiding you through life’s financial complexities so you can concentrate on what truly matters – your family, passions and aspirations.

Driven by a passion for the profession, I continuously enhance my expertise by staying engaged in market trends through rigorous research and study.

Supported by The Princeton Group, Oxford Harriman and Wells Fargo Advisors Financial Network, I leverage cutting edge industry research, analysis, technology and trading platforms to provide my clients with a diverse range of resources and investment options for their financial growth.

When not in the office, you can find me near a sports complex watching my children play the games they love, at a winery with my wife of almost 20 years or walking our Labrador Fletcher.