Advisor profile


My approach

Michael Sangirardi - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Michael Sangirardi - My approach photo

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Investments
  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Estate Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • University of Massachusetts at Amherst, BS - Isenberg School of Management
  • Master of Science, Personal Financial Planning, College for Financial Planning

Interests

I was a nationally competitive gymnast from age 6 through 22, when I competed in the NCAA for UMASS Amherst. These were years of discipline and focus. I learned to be mindful of my personal growth, as well as those of my teammates. I carry these values, spirit and teamwork into my practice as an advisor.

I grew up just outside of NYC. Today I am lucky to live and work in the city, and still be close enough to spend time with my niece and nephew.

While in Graduate School, I was particularly struck by a course focused on the Psychology of Money. I’ve learned to be profoundly helpful to my clients by understanding more than just the numbers.

Community participation

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a 2017 Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

The Trevor Project

SAGE

Children's International

Isenberg School of Management

Awards & recognition

  • FIVE STAR Wealth Manager, New York Magazine, 2014,2015,2017

In The News

Over the years, I have been interviewed by or contributed to the following media outlets and publications:

    • CNBC
    • Investment News
    • Metrosource
    • Newsday

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.