Sarafian Wealth Management
Financial Planner
Michael Sarafian | he/him/his
☎️: (727) 249-3942
Website: sarafianwm.com
LinkedIn: Michael Sarafian
📍 Tampa, Florida | ✅ Remote (via Yep!)
Able to work with Wealth Management & Financial Planning clients all 50 states
Able to work with Insurance Planning clients in Florida
A little about Michael...
I have been in the financial services industry for eight years and am an independent financial advisor and CFP® professional affiliated with LPL Financial (largest independent broker in US). I have built my practice primarily through referrals and word of mouth and currently manage approximately $35 million in client assets. My practice focuses on wealth management and comprehensive financial planning, with a particular interest in helping individuals navigate major financial transitions, including divorce. I take a highly personal and communicative approach with my clients and pride myself on being accessible, responsive, and someone they can rely on during important financial decisions. Services include wealth management, post-divorce financial planning, investment management, retirement planning, tax planning, estate planning coordination, insurance planning, asset protection, and cryptocurrency.
Certifications
CFP® or Certified Financial Planner, series 7 (General Securities Representative Exam), series 66 (Uniform Combined State Law Examination), 2-15 (Life, Health, and Variable Annuity agent license).
Testimonials
Elizabeth also divorced says, "Michael is a very honest hardworking, knowledgeable, customer focused financial advisor. He frequently follows up with reviews to make sure my plan continues to stay on track or if the market changes. He is very thorough and patient explaining any changes making sure I understand and am comfortable with all of his proposed changes. He also responds to email and voicemail within a few hours I definitely recommend him to anyone looking for an excellent financial planner"
Erik says, "I highly recommend Michael Sarafian to anyone looking for a certified financial planner in their corner. Michael’s personality, passion and knowledge immediately stood out to me upon our initial meeting. During our first meeting, he took ample time to sit down with me and discuss my current financial situation, as well as my long-term goals so we could develop a plan together to set up my financial portfolio for success. On top of that, he is very communicative and reachable, any time I’ve needed to ask a question, make changes, or even just seek out his advise, he’s always quick to set aside time to speak with me. Since working together, I’ve seen growth in my financial portfolio that felt unfathomable when I was managing it all on my own, proving Michael’s expertise has already started to pay dividends."
Joni says, "I highly recommend Michael my CFP to anyone who is serious about preserving, growing, and maintaining their wealth. What stands out most to me is how genuine he is. You can tell he truly cares about the people he works with and is passionate about helping them make better financial decisions. He’s incredibly patient, takes his time, listens, answers questions thoroughly, and never makes you feel rushed. He’s also extremely knowledgeable. His expertise goes well beyond traditional investments into areas that many financial advisors have little understanding of, including cryptocurrency and digital assets. More importantly, he doesn’t just focus on investments. He looks at your entire financial picture and helps you think through comprehensive financial planning, wealth preservation, growth, and long-term strategy. Finding someone who is knowledgeable is one thing. Finding someone who is knowledgeable, genuine, patient, and actually takes the time to understand you is much harder. If you’re serious about building, preserving, and maintaining your wealth for the long term, he’s your guy."