Michael J. Hayes

20+ years experience in Financial Planning

Role
Michael Hayes, Jr, CPA, Cfp, Ricp, Cdfa at Equitable Advisors
Location
Fredericksburg, VA, US
LinkedIn followers
500 followers

About Michael J. Hayes

I’ve long followed the philosophy of leading with a servant’s heart and putting others…

Experience

  1. Michael Hayes, Jr, CPA, Cfp, Ricp, Cdfa

    Equitable Advisors

    Jan 2020 — Present

Education

  • The Wharton School

    Retirement Planning Specialist

  • Strayer University

    Bachelor of Science (B.S.)

Skills

  • Asset Allocation Stratigies
  • Long-Term Care Planning Strategies
  • Tax-Efficient Investing Strategies
  • Estate Conservation Stratigies
  • Pension Distribution Planning
  • Risk Management
  • Retirement Planning Strategies
  • Employee Benefit Stratigies
  • Insurance Planning
  • College Planning Stratigies
  • Income Protection Stratigies
  • 401k Distribution Planning
  • Financial Analysis
  • Ira Distribution Planning
  • Client Education
  • Investment Advisory Services
  • Executive Benefits Planning

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Michael J. Hayes — Michael Hayes, Jr, CPA, Cfp, Ricp, Cdfa at Equitable Advisors in Fredericksburg, VA, US | Unifers