Michael (Mike) Francisco is an experienced financial advisor who helps clients mitigate the stressful uncertainty that often accompanies pivotal life changes. His focus as an advisor is to make a meaningful difference in people’s lives through his expertise in wealth management, financial planning, estate planning strategies, portfolio management and business development. Additionally, his responsibilities include client recruitment and development, and nurturing new relationships potentially in need of more in-depth financial planning and analysis.
Proving his dedication to his clients, Mike holds the professional designation of Certified Private Wealth Advisor®. This designation is granted to Advisors serving high-net-worth clients who pursue the most advanced knowledge and techniques to address the sophisticated needs of the client. Specifically, this CPWA designation allows him to work collaboratively with Todd Sherman on more multifaceted family solutions for their clients.
Mike earned his Bachelor’s degree in Finance from Lehigh University and is on the Board of Directors for The Patriot Fund, Inc. In his spare time, Mike enjoys traveling to new places with the family, is an avid golfer and actively coaching youth sports for his children.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James is not affiliated with the above organizations and/or charitable causes.