Michael Halloran, CFP®

Michael Halloran is a CERTIFIED FINANCIAL PLANNER™ and an authority in the fields of financial planning, asset protection, risk management, tax, life insurance, and long term care. Mr. Halloran is a Physicians Insurance Agency of Massachusetts financial advisor to the Massachusetts Medical Society membership. In addition, an active and charter member of the Wealth Protection Alliance, Mr. Halloran contributes to a national network of CPA’s, select financial advisors and attorneys who help physicians build and preserve their wealth. Previously, Mr. Halloran was a Vice President at EF Hutton, Thomson McKinnon, and Prudential Securities in Boston, MA.

Michael Halloran holds a Bachelor of Science degree in Electrical Engineering from Cornell University and a Master in Business Administration from Harvard University. He sits on the Board of Advisors of Boston University’s Program for Financial Planning, is a Trustee of the Catholic Foundation of the Archdiocese of Boston, has been a Trustee of Montrose School, and is active in the Planned Giving Group of New England. He and his wife Mary Lou live in Wellesley, MA and have 7 children.

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