Michael J. Sleasman, CFP®

Certified Financial Planner
Clifton Park Office

Mike’s passion is working with families or individuals who are dedicated to having their money work within their own defined system of values. Goals are achieved through reasonable steps and a holistic approach that incorporates savings, debt management, retirement planning, education planning, estate planning, and additional strategies to help protect assets and prepare for life’s unforeseen events.

Background and education:

Growing up in the Capital Region, Mike studied at the University at Buffalo earning a Bachelor’s of Science in Mechanical Engineering in 2002.

While working at a small engineering firm, Mike moved into a project coordinating position, focusing on design, implementation, and budgeting. Earning a salary as a young engineer, Mike soon realized planning for one’s future is a skill not taught in school.

In 2005, Mike made a career change that combined his ability to develop and implement projects with his passion for making smart, educated financial decisions.

After four years as a Financial Advisor, in 2009 Mike earned the prestigious designation of a Certified Financial Planner™.

Additional information:

In addition to his work as a Certified Financial Planner, Michael also serves his community as a Professional Firefighter and a proud member of the I.A.F.F. (International Association of Fire Fighters).

Please check Michael's background on FINRA’s BrokerCheck