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Parsippany

Michael Green

CFP®, AWMA®

Senior Wealth Advisor

4 Campus Dr, Suite 304
Parsippany-Troy Hills, NJ 07054

Michael Green

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Michael Green

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • AWMA® – Accredited Wealth Management Advisor

About Michael

Michael is a Senior Wealth Advisor at Focus Partners Wealth. He holds the designations of CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Wealth Management Advisor℠. Prior to Focus Partners Wealth, Michael worked with Wechter Feldman Wealth Management (WFWM) as a Wealth Manager and Advisory Services Analyst before being promoted to Senior Wealth Manager, Vice President, and finally Executive Vice President.

Michael advises individual investors and business owners regarding their investments and financial planning needs, participates as a member of the investment policy committee, and oversees the operations of the Parsippany office.

In recognition of his professional achievements in the financial services industry, Michael has been honored with inclusion in Who’s Who in Finance.

As a regular contributor to The Star-Ledger, New Jersey’s largest newspaper, Michael provides insights on a variety of financial planning topics and retirement questions. He has also served as a member of the Financial Planning Association’s Committees on Public Awareness and Pro-Bono program.

Michael holds a bachelor’s degree in business administration with an emphasis on management and economics from Towson University. Michael held the position of Senior Investment Consultant with TD Ameritrade, Inc., and its predecessors for eight years.

In his free time, Michael enjoys coaching youth ice hockey, baseball, and softball for the teams on which his three children play. He is also an avid skier and enjoys spending time with his wife and children.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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