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Michael Finn, CFP®, ChFC®
Financial Advisor
(617) 337-4213
Mike is a Financial Advisor at One Charles Private Wealth. Mike focuses on financial planning, investment management, and tax efficient planning strategies for high-net-worth individuals, business owners, and corporate executive clients of One Charles Private Wealth.
Mike is a graduate of Saint Lawrence University, where he received his Bachelor’s in Economics. Mike lives in Foxboro with his wife and two young children. He is an avid golfer and enjoys watching the Boston sports teams in his spare time. Mike is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant.
Primary Duties at One Charles Private Wealth
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Works closely with clients to construct personalized financial plans
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Analyzes portfolio construction to ensure risk aligned with personal goals
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Facilitates tax, retirement, estate and other wealth management strategies
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Works closely with CPA’s to ensure a coordinated approach of portfolio tax efficiency
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Serves on the OCPW Investment Committee