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Michael J. Sise, CFP®, ChFC®, CPFA®, AIF®, CRPC®

Michael J. Sise, CFP®, ChFC®, CPFA®, AIF®, CRPC®

CERTIFIED FINANCIAL PLANNER®

Michael J. Sise, a graduate of Stephen Decatur High School & Liberty University, began his career as a financial advisor in 2013. In the years that followed, Michael became a CERTIFIED FINANCIAL PLANNER™ professional, as well as achieving his Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF®), Certified in Social Security Claiming Strategies (CSSCS), Certified Plan Fiduciary Advisor (CPFA®) and Chartered Financial Consultant (ChFC®) designations.

In 2021, Michael was recognized as one of six recipients of The American College of Financial Services’ NextGen Financial Services Professional Award. This national award recognizes a small group of talented and deserving young professionals who are making their mark in the financial services industry. Recipients must be under the age of 40 and continue to demonstrate outstanding performance and leadership in their careers and communities.

Michael has worked as an adjunct professor at Salisbury University’s Perdue School of Business for two years, teaching Retirement Planning. His passion for educating others and building financial literacy in our community can be seen in his engagements with the CFS staff, public speaking engagements, adult education courses, and most importantly, his interactions with clients.

Michael lives in Berlin with his wife Allison, and their daughters Magnolia and Annie.

To learn more about Michael, please reach out to the office to schedule an appointment or subscribe to CFS' Financial Planning and Game Theory Podcast. Listen now Spotify, Apple Podcasts, Google Podcasts, YouTube, or here on our website.

       

 The American College of Financial Services' NextGen Financial Services Professional award recipients are nominated by peers. Eligible candidates are under 40, have five or more years of industry experience, hold a degree or designation from The College, and are active members of one or more professional organizations. Winners selected by The American College Alumni Association based on outstanding performance and leadership in their careers and a desire to give back to the community. Nomination or receipt of this award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.