Institutional

Michael Agorastos, CFP®

Financial Planner

(925) 659-8035

Michael began working for the Insight team in 2013. In this role, primarily assists planners in the creation of financial plans and the development of retirement income strategies for our clients. He is responsible for researching alternative investment strategies such as REITs and also in analyzing long-term care products to address clients’ individual needs.

Michael earned his degree in Business Administration with an option in Finance from California State University, Chico. He has previously passed his Series 7, 66, and Life and Health Insurance Licenses.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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