Broker Check
Michael Heberlein

Michael Heberlein

Partner and SpecialCare Planner | CFP®, ChSNC®

A partner at Commonwealth Financial Group since 2014, Michael continues to grow and expand his practice to meet the dynamic needs of his clients and to stay ahead of the ever-changing financial planning landscape. Michael's primary focus is assisting clients in achieving their goals by integrating all facets of their financial lives; including retirement planning, investment strategies, risk management, estate planning, and tax mitigation.

Michael has established his financial planning practice based on the foundational concepts of financial education and long-term relationship development. It is his goal to understand the dreams, desires, and intricacies of every client’s financial and personal lives; thereby giving him the ability to educate his clients on the vast portfolio of financial planning concepts, strategies, and tools applicable to their unique situation. He measures success by the client’s understanding of a strategy’s potential impact and the confidence with which the client can implement the plan.

Michael has also dedicated a portion of his practice to working with families who have a loved one with a special need. Michael assists families in developing valuable financial strategies and creating strategic financial solutions that integrate with government programs. Through his network of professionals and specialists, he can provide appropriate referrals to further assist families with their unique situations. He can also help coordinate family education and communication.

Michael graduated Magna Cum Laude from the University of Massachusetts - Amherst with a dual degree in Finance & Operations Management and Sport Management. He was also the recipient of the Alumni Association Senior Leadership Award.

Michael is active in the community as a volunteer with the YMCA of Greater Boston. In his free time, he enjoys skiing, mountain biking, and exploring historical reads. He resides in Medford, MA with his wife, Chelsea.
 

Contact

101 Federal Street, Suite 800
Boston, MA 02110
617-526-9389
mheberlein@financialguide.com