Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
Rochester, New York Metropolitan Area
401 followers
389 connections
About
Retirement historically meant a big birthday, a double sheet cake and your last day of…
Activity
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Here is a link to the footage from my interview about Life Innerviews on Fox Rochester's ARC Rochester this morning. #arcroc…
Here is a link to the footage from my interview about Life Innerviews on Fox Rochester's ARC Rochester this morning. #arcroc…
Liked by Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
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Congratulations Leah Granger, CFP®, AIF®, CSRIC™ on this well-deserved achievement, and I look forward to working alongside you to achieve even…
Congratulations Leah Granger, CFP®, AIF®, CSRIC™ on this well-deserved achievement, and I look forward to working alongside you to achieve even…
Shared by Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
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Thank you to our partners, Chicago Booth and the Investments & Wealth Institute, for an incredible week of learning about advanced planning…
Thank you to our partners, Chicago Booth and the Investments & Wealth Institute, for an incredible week of learning about advanced planning…
Liked by Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
Licenses & Certifications
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Certified Private Wealth Advisor, CPWA®
Investment and Wealth Institute
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CLTC®
Certification for Long-Term Care
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Volunteer Experience
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Board Member and Finance Committee Member
CDS Monarch
- 1 year 1 month
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Executive Committee and Treasurer
Estate Planning Council of Rochester
- Present 1 year 4 months
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Board Member
Estate Planning Council of Rochester
- 3 years
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Youth Soccer Coach
Penfield and Webster Soccer Clubs
- 14 years
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Board Member, Chair of Annual Charity Golf Tournament
QUAD A for Kids
- 2 years
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Past President, Rochester Chapter
National Association of Insurance and Financial Advisors
- 2 years
Honors & Awards
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2024 Rochester Business Journal Elevating Women Honoree
Rochester Business Journal
Created by RBJ. Presented in 9/2024 and selected by a panel of RBJ staff. Applicants are judged on advocacy for women’s causes internally and externally, including hiring and promoting, leadership positions, and cultivating the next generation of women professionals. More Information OR More Information: rbj.net
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2024 AdvisorHub Advisors to Watch
AdvisorHub
Created by AdvisorHub. Presented 06/2024, based on data as of 12/31/2022 – 12/31/2023. 1,987 advisors were considered and 1,000 were recognized. Advisors ranked into respective categories. Not indicative of future performance. Experiences may vary. More Information: advisorhub.com
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2024 & 2022 Forbes Best in State Wealth Advisors
Forbes
Created by SHOOK Research. Presented in 4/2024 based on data from 6/2022 – 6/2023. 23,876 advisors were considered, and 8,507 were recognized. Fee paid to use marketing materials. Not indicative of future performance. Experiences may vary. More Information: forbes.com
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2024 Rochester Business Journal Financial Leaders Wealth Advisor Award
Rochester Business Journal
Created by RBJ. Presented 4/2024 based on data from 4/2023-4/2024. 60 nominees were considered, and 2 were recognized. Award is based on significant contributions to the industry and community. Not indicative of future performance. Experiences may vary. More Information: rbj.net
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2014 – 2024 Women’s Choice Award
The Women’s Choice Award® (WCA®)
OakWood Financial Services has received the Women’s Choice Award® for Financial Advisors consecutively since 2014. This award is the only recognition program for well-qualified advisors who are committed to serving their female clients.
Created by Women Certified Inc. Presented on a rolling basis based on data as of 12/31, annually. In 2024, 32 advisors were considered, 27 were recognized. Fee paid to use marketing materials. Not indicative of future performance. Experiences may vary…OakWood Financial Services has received the Women’s Choice Award® for Financial Advisors consecutively since 2014. This award is the only recognition program for well-qualified advisors who are committed to serving their female clients.
Created by Women Certified Inc. Presented on a rolling basis based on data as of 12/31, annually. In 2024, 32 advisors were considered, 27 were recognized. Fee paid to use marketing materials. Not indicative of future performance. Experiences may vary. More Information: womenschoiceaward.com -
2018 Golden Wings Award Recipient
The Green Angels
Created by The Green Angels. This award is based on an organization’s continued dedication to supporting local families in need, and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Visit https://the-green-angels.com/ for more award information.
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2007 Rochester Business Journal Forty Under 40 Award
Rochester Business Journal
Created by RBJ. Award is based on significant contributions to industry and community. Not specific to financial services and or imply an endorsement or recommendation. Experiences may vary. More Information OR More Information: rbj.net
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2005 Advisor Today Four Under Forty
Advisor Today
Created by Advisor Today. Presented 6/2005 based on data from inception of career. Approximately 30 nominees were considered, 4 were recognized. Not indicative of future performance. Experiences may vary. More Information: at.naifa.org
Organizations
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Estate Planning Council of Rochester (Past Board Member)
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Financial Planning Association
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Financial Services Institute
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Rochester Chapter of the National Association of Insurance and Financial Advisors (Past President)
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Society of Financial Service Professionals
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More activity by Michael
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Women face unique challenges when it comes to financial planning – the wage gap, spending time out of the workforce as caregivers, and living longer.…
Women face unique challenges when it comes to financial planning – the wage gap, spending time out of the workforce as caregivers, and living longer.…
Shared by Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
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It's not every day that we can say we appeared in USA Today. Thank you to Women's Choice Awards for recognizing financial advisors that are committed…
It's not every day that we can say we appeared in USA Today. Thank you to Women's Choice Awards for recognizing financial advisors that are committed…
Shared by Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
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Attention! 📣 It's Financial Planning Month! Are you on track to meet your financial goals? 🎯 We applaud the advisors below for their dedication…
Attention! 📣 It's Financial Planning Month! Are you on track to meet your financial goals? 🎯 We applaud the advisors below for their dedication…
Liked by Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
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I know it’s boring to hear golf stories, but this one is special for me. My old and dear friend Tom Bonadio, founder and chairman of the Bonadio…
I know it’s boring to hear golf stories, but this one is special for me. My old and dear friend Tom Bonadio, founder and chairman of the Bonadio…
Liked by Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
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I have always taken my fiduciary responsibility seriously. Putting the best interests of our clients first is my highest priority and I founded…
I have always taken my fiduciary responsibility seriously. Putting the best interests of our clients first is my highest priority and I founded…
Shared by Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
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I’m honored to be a nine-time recipient of the Women's Choice Award° for Financial Advisors.* I appreciate that women’s goals and concerns are unique…
I’m honored to be a nine-time recipient of the Women's Choice Award° for Financial Advisors.* I appreciate that women’s goals and concerns are unique…
Shared by Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
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It’s Friday and these boots are made for walking (right into the weekend)! These boots are really special because they were given to me by a great…
It’s Friday and these boots are made for walking (right into the weekend)! These boots are really special because they were given to me by a great…
Liked by Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
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We're happy to have a Rochester Business Journal "Rising Star" on our team! https://lnkd.in/gNpv4ph
We're happy to have a Rochester Business Journal "Rising Star" on our team! https://lnkd.in/gNpv4ph
Shared by Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
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I am absolutely thrilled to announce that today I have officially joined Key Private Bank (a division of Key Bank) as Senior Vice President & Sales…
I am absolutely thrilled to announce that today I have officially joined Key Private Bank (a division of Key Bank) as Senior Vice President & Sales…
Liked by Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
Explore more posts
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Janelle Fuhrmann, CFP,CHFC, RICP
Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Builds income for retirement 👉 Investment flexibility 👉 Tax savings potential 👉 Extra rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals. #AnnuityAwarenessMonth
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Ryan Mitchell
Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Builds income for retirement 👉 Investment flexibility 👉 Tax savings potential 👉 Extra rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals. #AnnuityAwarenessMonth
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Jackie Breed
Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Builds income for retirement 👉 Investment flexibility 👉 Tax savings potential 👉 Extra rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
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Shallon Weis, AIF®, CFP®
Take Control of Your Financial Future in 2023 – Download the Bradford Financial Center Free Financial Planning Guide Today! This document includes all aspects of your finances (savings, spending, insurance, taxes, retirement, and estate planning). Now is the time to develop a solid financial plan! Down the guide, then call Bradford Financial Center for an in-person or virtual meeting to learn more. http://ow.ly/zY8250xveQY #financialplanning #financialadvisor #financialliteracy #planningguide
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Shallon Weis, AIF®, CFP®
Take Control of Your Financial Future in 2023 – Download the Bradford Financial Center Free Financial Planning Guide Today! This document includes all aspects of your finances (savings, spending, insurance, taxes, retirement, and estate planning). Now is the time to develop a solid financial plan! Down the guide, then call Bradford Financial Center for an in-person or virtual meeting to learn more. http://ow.ly/zY8250xveQY #financialplanning #financialadvisor #financialliteracy #planningguide
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Brian Franke, CFP®
A recent study showed that 54% of high net worth clients want to have a stronger understanding of the certifications and designations that their CERTIFIED FINANCIAL PLANNER™ has. Does that describe you? If so, here are a few important insights to know. As a CFP® professional, I’ve had to complete the following: ✓ Educational requirements ✓ Coursework requirements ✓ Principal Topics (which serves as a curricular framework) ✓ And a lot more What does this mean for you? It means knowing that you’re in good hands, being confident in the skills and knowledge of what I bring to the table, and lastly - perhaps most important – experiencing financial contentment. Questions? Send me a message now or leave a comment. Source: Survey conducted by Absolute Engagement for Investments & Wealth Institute (formerly IMCA) as found on American Funds website. #CertifiedFinancialPlanner #PrivateWealthAdvisor #CFP
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Brian Franke, CFP®
A recent study showed that 54% of high net worth clients want to have a stronger understanding of the certifications and designations that their CERTIFIED FINANCIAL PLANNER™ has. Does that describe you? If so, here are a few important insights to know. As a CFP® professional, I’ve had to complete the following: ✓ Educational requirements ✓ Coursework requirements ✓ Principal Topics (which serves as a curricular framework) ✓ And a lot more What does this mean for you? It means knowing that you’re in good hands, being confident in the skills and knowledge of what I bring to the table, and lastly - perhaps most important – experiencing financial contentment. Questions? Send me a message now or leave a comment. Source: Survey conducted by Absolute Engagement for Investments & Wealth Institute (formerly IMCA) as found on American Funds website. #CertifiedFinancialPlanner #PrivateWealthAdvisor #CFP
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Brian Franke, CFP®
A recent study showed that 54% of high net worth clients want to have a stronger understanding of the certifications and designations that their CERTIFIED FINANCIAL PLANNER™ has. Does that describe you? If so, here are a few important insights to know. As a CFP® professional, I’ve had to complete the following: ✓ Educational requirements ✓ Coursework requirements ✓ Principal Topics (which serves as a curricular framework) ✓ And a lot more What does this mean for you? It means knowing that you’re in good hands, being confident in the skills and knowledge of what I bring to the table, and lastly - perhaps most important – experiencing financial contentment. Questions? Send me a message now or leave a comment. Source: Survey conducted by Absolute Engagement for Investments & Wealth Institute (formerly IMCA) as found on American Funds website. #CertifiedFinancialPlanner #PrivateWealthAdvisor #CFP
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