Michael Sava

CFP®, CIMA®

FirsTrust

Financial Advisor

Michael Sava

CFP®, CIMA®

FirsTrust

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael Sava, CFP®, CIMA®

(404) 991-2788

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country

Michael Sava is a Atlanta, GA fee-only financial planner. FirsTrust provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Sava is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

PROFESSIONAL HISTORY:

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. 

EDUCATION:

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.

ASSOCIATIONS

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).

Personal note:

Mike is an avid golfer and actively involved with his son's NYO sporting activities.

Michael Sava is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michael Sava is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Michael Sava is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CIMA - Certified Investment Management Analyst
    Michael Sava is a Certified Investment Management Analyst® (CIMA®)

    CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

Contact Michael Sava

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Office Locations:

  • 3340 Peachtree Rd NE
    Ste 580
    Atlanta, GA

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