Michael Dayoub (CFP®, MBA)

Michael Dayoub focuses in the
following client markets or areas of practice:

College/Education Planning

Insurance Related Issues

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Comprehensive Financial Planning, Portfolio Management, College Planning, Retirement Planning & Distribution Rules, Estate Plannning, Taxes, Employee Stock Options and Employee Stock Purchase Plans.

Additional Information

It's important to me to find out what is important to you and to find the most cost-effective way to help you achieve your financial goals.

My tax preparation background helps consider the tax impact of investment decisions.

At Alpha Financial Management, we act as CFO for successful clients and families, provide wealth building services for younger clients, and provide a Second Opinion thorough no-cost portfolio analysis for those considering our services.