;

Michael Beloff, CFP®, ChSNC®

Belvedere Wealth Partners

Michael Beloff, CFP®, ChSNC®

Belvedere Wealth Partners

Michael Beloff, CFP®, ChSNC®

Belvedere Wealth Partners

Profession LogoFINANCIAL PLANNER

Michael Beloff, CFP® is a Wealth Advisor at Belvedere Wealth Partners.

Inspired by his son with Autism, Michael has become a Chartered Special Needs Consultant (ChSNC®) with extensive training and continuing education on the complex topics and particular challenges of caring for a dependent with special needs, including the constant changes in federal and state laws. Michael’s expertise and ability to educate and empower has made him a noted speaker on the topic of special needs planning at both national and local venues including the National Autism Association, the Connecticut Down Syndrome Congress, the Autism Society of America, the US Autism Association and COPAA. He has also appeared on CNN and in various publications including Financial Advisor magazine.

Michael is a board member and Treasurer of Abilis, a non-profit organization serving intellectually and developmentally disabled individuals in lower Fairfield county, an Advisory Board member of the US Autism Association and the CT Council on Developmental Services. A graduate of SUNY Albany and Columbia Law School, Michael lives in Stamford with his wife Deborah and son Ben.

Firm Description

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

181 Turn of River Road
Suite 11
Stamford, CT 06905

On the web

View Firm Website

Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts