Many financial planning firms offer similar solutions to their client’s goals and needs. Michael and Brian set themselves apart in their experience, perspective, and ethics. Pultro Financial Management is a multi-generational, family run financial planning firm that has been providing unmatched service since 1987. Both Michael and Brian hold rigorous certifications as Behavioral Financial Advisors (BFA) and Registered Financial Consultants (RFC). Finally, Michael and Brian have been recognized for their standard of ethics by the International Association of Registered Financial Consultants (IARFC) and both hold the prestigious “Ethics Certification.”
See the difference a family run business with a foundation built on experience, perspective, and ethics can do for you.
We believe that your financial and retirement goals are unique to you. Therefore, designing a financial and retirement income strategy should be personalized to each individual's goals and personality. We utilize our understanding of Behavioral Finance to listen to you and we take the time to get to know you personally, your priorities in life, your concerns and fears and your goals and objectives. We are very passionate about striving to help you reduce the stress and worries that so many individual's experience when dealing with the day to day management of their financial affairs.
Master Registered Financial Consultant (MRFC), Behavioral Financial Advisor (BFA)
Accredited Investment Fiduciary (AIF), Behavioral Financial Advisor (BFA), Registered Financial Consultant (RFC)
Client Service Manager
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