Skip to main content

Our financial advice team


Michael Sommerfield, Financial Advisor serving the Phoenix, MD area - Ameriprise Advisors

Michael Sommerfield

CFP®, CRPC, APMA

Financial Advisor

The Falkowitz and Sommerfield Group
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 5 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Insurance
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts, Economics, University of Maryland, College Park, Maryland

Awards & recognition

  • The Falkowitz and Sommerfield Group, Ameriprise Client Experience Award, 2020

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.