Michael Beloff, CFP<sup>&reg;</sup> - Financial Advisor

Michael Beloff, CFP®

Founding Partner

Belvedere Wealth Partners

181 Turn of River Road, Suite 11
Stamford, CT 06905
FINANCIAL ADVISOR'S WEBSITE
(203) 918-4069 CONNECT WITH Michael
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General

Michael Beloff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Belvedere Wealth Partners in Stamford, CT and the surrounding communities.

Financial Advisor Experience

Michael Beloff, CFP®, ChSNC®, is the Founding Partner and Wealth Advisor at Belvedere Wealth Partners in Stamford, CT. Inspired by his son with Autism, Michael has become a Chartered Special Needs Consultant (ChSNC®) with extensive training and continuing education on the complex topics and particular challenges of caring for a dependent with special needs, including the constant changes in federal and state laws. Michael’s expertise and ability to educate and empower has made him a noted speaker on the topic of special needs planning at both national and local venues including the National Autism Association, the Connecticut Down Syndrome Congress, the Autism Society of America, the US Autism Association and COPAA. He has also appeared on CNN and in various publications including Financial Advisor magazine. Michael serves on a number of volunteer boards, including the Advisory Board of the US Autism Association, Abilis (where he also serves as Treasurer), an agency serving intellectually and developmentally disabled individuals in lower Fairfield county CT, the CT Governor’s Workforce Council DEI Committee, and CT ARPA Advisory Committee. A graduate of SUNY Albany and Columbia Law School, Michael lives in Stamford with his wife Deborah and son Ben.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - ChSNC

Insurance Licenses

  • Life insurance: CA, CT, FL, NY, NJ PA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Investment Advice offered through Stratos Wealth Partners, Ltd, a registered investment advisor. Belvedere Wealth Partners and Stratos Wealth Partners are separate entities from LPL Financial.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Sudden Wealth, Special Needs

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