Broker Check
Michael Heberlein

Michael Heberlein

Financial Advisor and SpecialCare Planner

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

Michael has established his financial planning practice based on the foundational concepts of financial education and developing cohesive relationships with each and every client.  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 amount of ever-changing financial planning concepts, strategies and tools that are specifically applicable to their unique situation.  He measures success not solely by the accomplishment of any chosen plan but by the confidence by which a client can implement the strategy.

In addition, Michael has also dedicated a part of his practice to working with families who have a loved one with a special need. Michael assists families with developing valuable financial strategies and creating strategic financial solutions that integrate with Government programs.

Through his network of other 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 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 upon his graduation.

Michael is active in the community as a member of the Easter Seals Regional Board and Rotary International.  In his free time he enjoys skiing, mountain biking, and exploring the outdoors. He resides in Jamaica Plain with his fiancée, Chelsea, and their Jack Russell Terrier, Lacey.

 

Contact

101 Federal Street, Suite 800
Boston, MA 02110
617-526-9389
[email protected]