Michael Beardi

Financial Advisor

Helps investors make and manage their serious money for over 17 years.

Certified Defense Financial Manager (CDFM)
DoD Financial Management Level III Certification

Financial Advisor with Securities and Life License in multiple states. Earned an MBA from Embry-Riddle Aeronautical University and a Bachelor of Science in Business Administration from State University of New York College at Fredonia.

Serves as a Lieutenant Colonel in the Army National Guard.

For more information, visit Michael’s LinkedIn profile.