Michael Syer, CFP^®

Designations and Licenses

Michael is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Michael provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Michael was a principal and wealth advisor at Cerity Partners, where he provided comprehensive wealth management solutions to help clients navigate the complexities of life and finance. He has experience working with high-net-worth families, corporate executives, business owners and wealth creators. Michael applies a detailed, goal-oriented planning approach focused on stock and equity compensation, tax optimization, cash flow and retirement planning and complex estate and wealth transfer strategies. Earlier in his career, he served as a senior associate wealth advisor at The Colony Group.

Michael has a bachelor’s degree in finance and sports management from Sacred Heart University and an MBA in finance from Fairfield University.

Personal Interests

Away from the office, Michael enjoys playing golf and tennis and watching all of the Boston and Toronto sports teams. Born and raised in Canada, Michael now lives on the North Shore of Boston with his wife and two daughters.

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.