;

Michael Beloff, CFP®, ChSNC®

Stratos Wealth Management

Michael Beloff, CFP®, ChSNC®

Stratos Wealth Management

Michael Beloff, CFP®, ChSNC®

Stratos Wealth Management

Profession LogoFINANCIAL PLANNER

Michael Beloff, CFP® is a Wealth Advisor at Stratos Wealth Management.

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, is a board member of SEEK CT and is a member of the First Selectman’s Advisory Committee for People with Disabilities in Greenwich.  A graduate of SUNY Albany and Columbia Law School, Michael lives in Greenwich 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

2975 Westchester Ave
Purchase, NY 10577

On the web

View Firm Website

Social Media


Topics

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