ABOUT THE ADVISORS

Mike acquired his Masters of Science in Accounting in 2004 from Boston College and worked several years for PricewaterhouseCoopers in the Investment Management Division.  Mike is fully licensed with his Series 63, Series 65, and Life and Health Insurance licenses to service all of your financial planning needs.

Najarian Financial was founded in 2004 on the same principles that Kenneth A. Najarian CPA was founded on over 33 years ago.  Those principles are integrity, honesty, transparency, trust, and the personal touch and attention of a small caring firm.  Just as Ken has been successfully tax planning for his clients for over 33 years, Najarian Financial has carried on the tradition by providing second to none financial advice based on sound investment ideologies.

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As Najarian Financial is an independent RIA firm we have the freedom to choose from many more safe and efficient investments (and insurance) for our clients than the standard big brokerage firm.  And as the investment landscape is changing, and individuals are demanding more options and transparency, there are many more types of investments that are available to the individual investor than ever before.  As a result, here at Najarian Financial we have access to several alternative investments that were previously only available to institutional investors with $100 million or more.  In addition, we have access to several insurance carriers for life insurance, long-term care, and estate planning purposes.  This new, powerful maneuverability allows us to really tailor our financial plans to our clients' specific financial goals, needs, and unique situations. 

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Because of our extraordinary depth of investment, insurance, and tax knowledge, and our easy to contact small firm feel, you will never have the problem of having your financial advisor, insurance agent, and accountant on different pages.  Because our origination was through tax planning, we are always up to date and knowledgeable about any tax consequences an investment or insurance policy might have, which is extremely important when it comes to wealth preservation and creation.

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​Consequently, we are extremely excited about our firm's positioning and the future of investment and insurance products, and promise to always attempt to provide the most diverse, best, and specifically tailored options of any firm out there.  So what are you waiting for?  Contact us about a FREE initial meeting today!

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