Michael Sava| CFP®, CIMA®
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Mr. Sava has advanced experience and educational credentials as a Financial Advisor, including a certification as a Fiduciary Auditor. He serves today as a Private Wealth Manager for FirsTrust clientele in Atlanta, GA and as a Member of the firm's Investment Committee.
Mike is a long time resident of Atlanta, GA and a former Managing Associate of Henssler Financial in Atlanta; a Senior Financial Advisor with Merrill Lynch Private Banking and Investment Group; and a Financial Consultant with Smith Barney in Atlanta.
BA, University of Wisconsin; Certified Financial Planner (CFP) certificant; Certified Investment Management Analyst (CIMA) certificant; Passed Level II of the CFA program; completed the Certified Fiduciary Auditor Program from Center for Fiduciary Studies.
Member, Atlanta Society of Finance and Investment Professionals (CFA Institute): Financial Planing Association (FPA) of Atlanta; Investment Management Consultants Association (IMCA). Registered Advisor; National Association for Personal Financial Advisors (NAPFA).
Mike is an avid golfer and actively involved with his son's NYO sporting activities.
Who does YOUR financial advisor work for?
We know better than to believe the world's best financial choices are all under one roof at the bank or brokerage down the street - because we've been there.
We are former brokers, bankers, Wall Street traders and financial executives; from private firms to some of the world's largest institutions; serving all types of clients, some with over $100 million per family. But somewhere along the way, each of us had a career-changing moment of conflict when we realized the size of our paychecks was dependent upon our willingness to “recommend” the things that were most profitable for our employers.
The Morgans and Rockefellers didn’t invest with a bank or brokerage. They hired the best talent they could find, assembled their own Financial Team, and paid the Team a fee to represent the family’s best interests. Their financial advisors didn't work for an institution, they worked for the family.
In 1994, the founder of FirsTrust had a vision of providing this Family Office style of competence and objectivity to clients of all sizes without the Wall Street profit margins; without being handcuffed to an employer's "platform" of investment choices; and without compromising our objectivity with commissions, sales incentives or competing agendas.
Today, our independent technologies allow FirsTrust Advisors to objectively shop & compare financial opportunities on a wholesale basis - across the globe and from multiple institutional platforms - to find solutions that serve our clients’ best interests.
We don't work for a financial institution. We work directly for our clients; and our only financial incentive is to help them achieve their goals.