MICHAEL MORAN

Head of CFG Brokerage Network

Mike serves as the Head of CFG Brokerage Network, where he leads a dedicated team supporting a select group of advisors and financial corporations. CFG Brokerage Network is uniquely positioned to drive revenue growth with a strategic focus on advanced markets and insurance planning. Mike's leadership plays a pivotal role in fostering the team's expertise in areas such as business owner planning, ultra high net worth, high-income earners, and executive benefits.

Commencing his journey in the financial sector in 2002 as a financial advisor with a focus on comprehensive financial planning, Mike's career trajectory evolved significantly. In 2006, he redirected his focus toward comprehensive planning for business owners, pioneering the success of a business advisory group. The culmination of his expertise materialized in 2009 when Mike merged his group into Commonwealth Financial Group (CFG), marking the establishment of CFG Brokerage Network.

As the head of this dynamic network, Mike remains deeply committed to collaborating with advisors and corporations, unlocking the full potential of businesses. His specialization spans comprehensive business advisory services, executive and employee benefits, and wealth preservation strategies.

 

280 Congress Street, Suite 1300
Boston, MA 02210