Michael K. DePasquale, AIF®, CLTC, NSSA, RICP
Michael DePasquale has been in the financial services business for more than twenty-seven years. He is one of five founding principals of Atlas Advisory Group, LLC. Atlas Advisory Group is a Member Firm of M Financial Group, one of the nation’s premier financial services design and distribution companies serving the affluent and corporate markets.
Areas of service include life insurance, retirement planning, college savings plans, long-term care, health and disability insurance, wealth accumulation and distribution, as well as estate and business planning.
Michael’s goal is to work with individuals, families, and businesses to create and preserve wealth through various investment and insurance related strategies. He has incorporated and created an extensive network of professionals both within and outside of his practice. His continued growth and endurance in this business is strengthened by the appreciation shown by his clients and their constant referrals.
Michael is a qualifying and life member of the prestigious Million Dollar Round Table (MDRT). He is a contributor to the MDRT Foundation. Additionally, he is a member of the National Association of Insurance and Financial Professionals, The Society for Financial Professionals, and the Association for Advanced Life Underwriting (AALU).
Currently, he is a Registered Representative with M Holdings Securities, Inc. and maintains FINRA Series 6, 63, 65, and life/health licenses. He has completed all courses related to the Certified Financial Planning (CFP) certification, in addition to, earning his Long Term Care certification (CLTC) , Accredited Investment Fiduciary (AIF®) certification and Retirement Income Certified Professional (RICP®).
Michael has been involved in speaking engagements at hospitals and before civic groups on a wide range of financial and insurance matters.
He is a 1989 graduate of New York Institute of Technology with a Bachelor of Science in Architectural Technology.