Michael McCamy is a Senior Vice President of Holistic Wealth Advisors and joined them after 16 years with another capital region firm. He has been in the financial planning industry since 1992.
Michael works with pre-retired and retired individuals, families and small business owners as well. His focus is on the key areas of cash flow, risk management, investment management and distributions, all while considering the tax implications.
Michael takes a personalized approach toward the financial planning puzzle, striving to help his clients make informed decisions while reaching for their financial goals. Because Michael and his team are not subject to proprietary product quotas or minimums, their only agenda is that of the client. No two clients are alike, therefore, there is no "one size fits all" advice.
Michael continues his industry knowledge and commitment to the profession by being a member in good standing for many years of the FPA (Financial Planning Association) and achieving the CRPC (Chartered Retirement Planning Counselor) designation in 2014. He is married with 2 adult children, and enjoys playing golf, skiing, and traveling.
CRPC conferred by College for Financial Planning.