Michael J. Auger, CEPA®
Exceptional client service is about going beyond what the client expects. To be successful, you must always put your clients' best interest first and I am proud to be with a firm that recognizes the importance of the "client first" philosophy.
- Expertise in financial modeling, strategy & goal development, asset management, behavioral finance
- Process oriented: integrated personal, financial & business planning - fee-based planning
- Offers creative strategy design and problem-solving solutions to entrepreneurs, executives, and future leaders with a focus on emerging technologies & start-ups, real estate, private equity, venture capital, hedge funds, foundations & endowments
- Specialization with growth-oriented companies and leaders, as well as baby boomer business owners and family businesses who wish to transfer or exit on their terms
- BA Political Science - University of Pennsylvania
- Certified Exit Planning Advisor (CEPA)