Meet our Advisor:

Michael Bogardus, CFP®, AIF®, ChFC®

Text_2 | 203.513.6375

my story

I’ve found that the biggest challenge I face in my work is cutting through all the noise surrounding personal finance. Delivering a clear, concise, and actionable message is key. Also important is the educational aspect of my work. It’s at the core of everything I do with my clients, because the more they learn, the more empowered they will be to make smart financial decisions. Seeing my clients accomplish their goals and improve their lives, both financially and personally, is truly gratifying.

When I’m not working, I’m staying active by going to the gym and practicing yoga. I also enjoy trying new restaurants and watching football, specifically the Tennessee Titans. My activities also depend on the season. Winter, you can find me on the ski slopes. Summer, by the water. Fall, partaking in some sort of “Fall” activity. Spring, traveling and exploring new places.

You should know

Born and raised in Fairfield, CT. Went to School in Virginia. I am the Michael Jordan of board games; Monopoly and Risk are two of my favorites. Cancer prevention and mental health issues are causes I support.

fun facts

Song that never gets old

Anything off of the album, “Hybrid Theory” by Linkin Park

Favorite restaurant

Molto in Fairfield, best Italian in CT!

Drink of choice

Manhattan. The real question is, straight up or on the rocks?

Dream job

Offensive coordinator of the Tennessee Titans

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Michael Bogardus, CFP®, AIF®, ChFC®

A Guide to Retirement Planning


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