Michael Guertin

I feel fortunate to have a profession where I can make a real difference in people's lives while also enjoying my own passions. Since 2009, I've worked as an independent financial advisor, helping clients grow their wealth and protect their lifestyles. Over time, I've found that many of my clients value the same things my family and I do-staying active, enjoying life, and building financial strength. That's why my approach to financial planning is all about creating balanced, practical strategies that protect today while preparing for tomorrow. 

Family is at the center of everything for me. My wife, Michelle, is my partner in life and an award-winning mortgage loan officer. Our daughter, Kristen, is both a mom and a crisis clinician, and our son, Matthew, is head of the math department at five high schools as well as a math teacher in Providence. Kristen's husband, Nico, is the head of tennis at a Cape Cod country club, where they live with our two grandchildren, Lily and Matteo. (Lily is already keeping up the tradition of being active-she was riding a bike at age 3!)

I also understand the challenges that business owners face-having grown up in a family business that lasted three generations. My role with business clients is often like a personal CFO, freeing them up to focus on what they do best. Before moving into finance, I spent 20 years in the global mobility industry with two of the nation's largest moving companies. That career gave me valuable experience in relocation, real estate, accounting, and international transitions, and it's one reason I also specialize in life insurance solutions for international clients today.

At the end of the day, my goal is simple: to help you live a life that's both financially strong and personally fulfilling. If that sounds like what you're looking for, I'd love to have a conversation and see how we can work together. 

Michael Guertin is a Registered Representative and Investment Adviser Representative, and securities and investment advisory services are offered solely by Equity Services, Inc, Member FINRA/SIPC.   Michael offers securities in Rhode Island and is insurance licensed in Rhode Island.