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Michael Beardi

Michael Beardi

Alexandria, VA

For over 20 years, Michael Beardi has been dedicated to assisting investors in effectively managing their substantial assets. With a wealth of experience and expertise, Michael has become a trusted financial professional.


His credentials speak to his commitment to excellence. Michael holds the esteemed Certified Defense Financial Manager (CDFM) designation, along with the prestigious DoD Financial Management Level III Certification. These certifications underscore his proficiency in financial management, particularly within the realm of defense.

Michael is a seasoned financial professional, equipped with licenses in securities and life insurance across multiple states. His impressive educational background includes a Master's in Strategy from the U.S. Army War College, an MBA from Embry-Riddle Aeronautical University, and a Bachelor of Science in Business Administration from the State University of New York College at Fredonia.


In addition to his thriving financial career, Michael Beardi serves as a Lieutenant Colonel in the Army National Guard. His military service underscores his dedication to discipline, leadership, and commitment to duty. Alongside his professional pursuits, he shares his life with his wife, Bobbi, residing in Alexandria, VA.

Michael's multifaceted background, encompassing finance, military service, and academic achievements, positions him as a knowledgeable and trustworthy professional. He brings his wealth of experience to the table, helping clients navigate the complexities of their financial goals and investments with confidence.


For more information, visit Michael’s LinkedIn profile.


This financial professional holds the following licenses:
Life insurance
Health insurance
Series 63
Series 65
Series 7

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