Michael Gross

CPA and Certified Financial Planner™

I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) who loves finding solutions to one of the most important challenges people face - ensuring their money lasts through their retirement years. I believe that preparation is the key to peace of mind in retirement. With my experience in helping people build a rock solid financial foundation for this next stage of life, I pursue personalized, tax-efficient solutions with a focus on financial security through the retirement years. Based in the Boston area, I work virtually with clients locally and across the US using web-based video conferencing and presentation platforms.

In addition to retirement planning, my interests include spending time with my wife and two sons, taking in the beauty of a sunset on Martha’s Vineyard, and strumming my acoustic guitar with a cup of homemade espresso by my side. I strongly believe that a balanced life is fulfilling and an important component to one’s happiness. As a financial advisor specializing in retirement planning, my commitment is to assist my clients in reaching their financial objectives, enabling them to enjoy the activities they are passionate about.

Through a collaborative approach and unwavering commitment to providing exceptional service, with an emphasis on income tax-saving strategies, I have assisted many clients in navigating complex retirement planning situations and helping them reach their long-term financial goals. I am eager to extend this same level of dedication to you, and I look forward to working with you towards your financial success.