Michael is a financial analysis graduate from the University at Buffalo, thus beginning his financial education. Upon graduating with a bachelor’s degree, he accepted an offer from an international financial planning firm. After passing the FINRA Series 7 and 66 examinations, he began building his financial planning practice. David Burgio quickly became a mentor to a more holistic style of planning and helping clients. During this time, he built up tax expertise and began to prepare taxes and understand the significance of coordination between investments, taxes and understanding a client’s situation beyond their financial picture.

Michael is now a CERTIFIED FINANCIAL PLANNER® practitioner and is proud to be growing his own practice with the support of our Custom Wealth Strategies team, as well as the knowledge and support provided by our affiliation with Raymond James. To be able to help people retire confidently has been the most satisfying part of his career. He remains thankful for the ability to serve and guide folks through their own retirement journey and stay true to our core values while doing so.

Michael resides in Grand Island, New York, with Erica, his 1-year-old daughter, Rory, and their pups, Sunny and Ollie. They are outdoor enthusiasts and spend time out of the office hiking, traveling, reading and trying to get Rory to sleep through the night.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.