Michael Palumbos, ChFC, CBEC

Michael is a second-generation family wealth advisor who specializes in serving family-owned businesses. His father, Marty, started a wealth advisory practice in 1973. Michael took over a part of the practice when his father retired and passionately continues to grow it focusing on family wealth and building a legacy for families who own businesses. Family is very important to Michael, and it shows in the service he provides to his clients.

Michael has over 18 years of experience in the financial services industry. Throughout his professional career, he has earned his Certified Business Exit Consultant (CBEC) and Chartered Financial Consultant (ChFC) designations as well as his Series 63 and 7 registrations. He graduated with a Bachelor’s degree in Economics from the University of Rochester. Mike serves on the Board of Directors at Wayne Cooperative Insurance Company and is a member of multiple boards, including the Society of Financial Service Professionals, the National Federation of Independent Businesses, and the National Association of Insurance and Financial Advisors.

Michael is the father of seven, grandfather of one and is happily married to his wife, Victoria. He is an avid scuba diver, and enjoys traveling the world to explore new places.

Family, Wealth & Legacy is not an affiliate of Lincoln Financial Advisors, Corp.