Michael Kats, CFP^®

Designations and licenses

Michael is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Michael works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Michael was a financial solutions advisor with Merrill Lynch. He worked with high-net-worth clients to help them with various financial needs, including retirement planning, college savings, cash flow planning and more. Before that, he was a financial advisor with Wells Fargo Advisors providing investment recommendations to a wide range of clients based on their goals and risk tolerance.

Michael holds a bachelor’s degree in economics from Rutgers University–New Brunswick.

Personal interests

Away from the office, Michael enjoys playing and watching many different sports, including soccer, golf, hockey, football and tennis. He also likes trying new restaurants and is passionate about animal rescue.

Michael’s Offices

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.