Michael Aschberger is passionate in his belief that everyone deserves to enjoy a comfortable and dignified retirement. He takes an active advisor role with his clients by providing education, personal consultations and customized strategies. Michael utilizes a comprehensive and holistic approach to help his clients identify, prioritize and work towards achieving their financial goals. Michael's greatest strength is his commitment to assisting his clients with growing and preserving their hard earned assets.
Michael received his Bachelor of Science in Mechanical Engineering from Bradley University. During his travels as a Project Engineer, both domestically and internationally, he learned the importance of financial planning.
Michael is an Investment Advisor Representative of Osaic Wealth, Inc. and has his Series 7 and 63 securities licenses. He also holds Life, Health Disability insurance and Variable Annuity product licenses.
He is a constant student of the financial industry; always searching for better ways to aide his clients achieve their dignified retirement. He prides himself as a lifelong learner and continues to take part in conferences, continuing education and technology programs to maintain a leading intellectual competitive advantage. Michael has earned the Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Accredited Investment Fiduciary (AIF) designations.