Michael Raimondi, MFA, CFP®
Financial Planner for Creative Professionals
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Serving Clients Nationwide
Financial Planner for Creative Professionals
Areas of Focus
- Estate Planning
- Investment Management
- Retirement Planning
- Socially Responsible Investing
- Taxes
About Michael Raimondi, MFA, CFP®
I am a Wealth Manager and Director of Operations at Clarus Group, providing financial planning and investment advisory services for Creative Professionals across all disciplines and stages of life. I most frequently work with Entertainment & Media Professionals, Licensed Mental Health Counselors, as well as the LGBTQIA+ community.As a former educator, I focus on increasing financial literacy and guiding clients to the most effective choices to help them optimally reach their goals. As a multi-hyphenate film and theatre producer and artist, I have first-hand knowledge of the entertainment industry and the unique needs of those working within it. I craft personalized investment strategies for each of my clients, and build robust financial plans that are malleable as their circumstances change.
I am an adjunct professor for the MA/MBA in Entertainment Management program through the Lubin School of Business at PACE University where I teach Fundraising & Budgeting for the Arts.
I am originally from Southern California, and serve clients across the United States with concentrations in Los Angeles, Seattle, and my home, New York City. I earned my Certificate in Financial Planning from New York University, my BFA from Chapman University, my MFA from The New School, and am a CERTIFIED FINANCIAL PLANNER™ professional.
I live in Manhattan with my husband and my rescue dog, Touché. I enjoy the theatre, cinema, reading, and walking my dog in the park.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- CFP Board
- Financial Planning Association
Primary Location
1120 Avenue of the Americas, 4th Floor New York, NY 10036
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the "Book Intro Call" button above so I can learn more about your needs, your financial goals, and share how I can help and what our work together would involve. I look forward to meeting you!Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Clarus Group
Clarus Group LLC is an SEC-registered Investment Advisor with offices in Freehold &, Caldwell, New Jersey, and in New York City. Our services include financial planning, asset management, risk management, tax planning, estate planning, and life transition planning.Every financial decision has a potential impact on more than one aspect of your financial life. What sets us apart from traditional wealth management firms is that we go beyond just managing your investment portfolio. The oversight we provide helps ensure that all financial possibilities are considered before decisions are made.
Clarus Group, LLC, 1120 Avenue of the Americas, 4th Floor, New York, NY 10036, (732)325-0456 is an SEC-registered Investment Advisor.
Education
BFA, Chapman University | MFA, The New School | Certificate in Financial Planning, New York University
Hobbies and Interests
- Animal Rescue
- Cooking
- Movies
- Theater
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Couples
- Dual Income Family
- Educators
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- LGBTQ
- Living in Retirement
- Newly Engaged / Newlywed
- Nonprofit Employees
- Parents
- Physicians
- Real Estate Investors
- Remote Workers
- Technology Professionals
- Women Professionals
- Young Families
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