Michael Fuhr

CFP®
Personal Finance, Retirement, Investing
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“Michael Fuhr is committed to helping clients navigate financial decisions with personalized attention and an objective of simplifying the complex”
Firm:

SageVest Wealth Management

Job Title:

Financial Advisor

Biography:

As a lead financial advisor, Michael Fuhr, CFP®, works closely with clients to develop coordinated investment and planning strategies that support their personal and financial success. Michael listens and evaluates the complex and interrelated investment and financial planning variables that are unique to each client, then formulates client strategies that incorporate real solutions within a true wealth management approach.

Michael co-chairs the Investment Committee, helping to identify investment and portfolio management initiatives. Additionally, he acts as the company’s Chief Operating Officer, integrating research, planning and client-servicing efforts in support of our company’s and clients’ objectives.

Michael is active in the professional community. He is a member of the Financial Planning Association (FPA) and the McLean Estate Planning Council. He has been quoted by US News and World Report and CNBC.

Prior to joining SageVest, Michael held advisory positions with Best Wise Associates and Goodstein Financial, both California-based financial firms. He also worked in the motion picture industry before entering financial services. Michael graduated from the Pennsylvania State University with a Bachelor of Arts (BA) in Communications, and later received the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from the CFP® Board of Standards.

Education:

BA, Communications, Pennsylvania State University

Assets Under Management:

$140 million

Fee Structure:

Fee-Only

Disclaimer:

The information contained herein is obtained from sources believed to be reliable, but its accuracy or completeness is not guaranteed. This article is for informational purposes only. The views expressed are those of SageVest Wealth Management and should not be construed as investment advice. All expressions of opinions are subject to change and past performance is no guarantee of future results. SageVest Wealth Management does not render legal, tax, or accounting services. Accordingly, you, your attorneys and your accountants are ultimately responsible for determining the legal, tax and accounting consequences of any suggestions offered herein.

In accordance with IRS CIRCULAR 230, we inform you that any U.S. Federal tax advice contained in this communication (including attachments) is not intended or written to be used, and cannot be used by a taxpayer, for the purpose of (a) avoiding penalties under the Internal Revenue Code or that may otherwise be imposed on the taxpayer by any government taxing authority or agency, or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.

The provision of a link to any third party website does not mean that SageVest endorses that website. If you visit any website via a link provided here, you do so at your own risk and imdenify SageVest from any loss or damage incurred.

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August 2016
    College Tuition, Financial Planning, Lifestage Based Planning
February 2017
    Lifestage Based Planning, Marriage / Divorce, Personal Finance
July 2016
    Pensions, Retirement, Retirement Plans
October 2016
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October 2016
    Senior Care, Retirement Living

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    Marriage / Divorce, Asset Allocation
After a divorce, can assets be distributed to into an account that is not in my ex-spouses name?
0% of people found this answer helpful

The property settlement agreement may not mention how the assets are to be transferred, but I'm sure it states that they are to be transferred to your ex-spouse. You should not transfer them to anyone other than your ex-spouse, unless an attorney instructs you otherwise. You should consult your attorney. All the best!

August 2016