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Michael Raimondi

Personalized, Values-Driven Financial Planning & Investments

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Clarus Group Michael Raimondi
New York, New York

Serving Clients Nationwide

Personalized, Values-Driven Financial Planning & Investments

Rated 5 out of 5
2 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Estate Planning
  • Investment Management
  • Living in Retirement
  • Socially Responsible Investing
  • Taxes

About Me

Michael Raimondi holds financial wellness at the core of his practice. He believes that harnessing the energy of money to help folks achieve their goals requires not only knowledge of the financial industry, but an understanding of each person's unique wants and needs.

As a former educator and coach, Michael focuses on increasing financial literacy and guiding clients to make informed financial decisions. Michael began his financial services career at New York Life where he earned the Career Life Success Award. When he saw the need to provide clients with truly holistic financial planning, he immediately earned the Series 7 and 65 designations, expanding his practice beyond insurance and annuities to include all aspects of wealth management and advising.

Originally from Southern California, New York City became home for Michael as he pursued a career in theatre and film. Always an entrepreneur, he simultaneously grew with the New York City franchise of the nation's largest supplemental education provider, beginning as a teacher and ending as their VP of Growth & Operations.

Michael recently resided in Seattle, WA for three years where he established a social justice focused non-profit theatre organization. Since returning to the New York City area, he serves on the board of TMI Project as well as volunteering with a local animal rescue.

Michael is a Certified Wellness Coach through the Institute of Integrative Nutrition, holds his BFA from Chapman University, and his MFA from The New School. He lives in Jersey City with his partner and his rescue dog, Touché.

Professional Designations

  • Candidate for CFP® certification

Affiliations

  • CFP Board

Location

1120, 6th Avenue, New York, New York, 10036

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

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

Badges

Hobbies and Interests

  • Animal Rescue
  • Cooking
  • Movies
  • Theater
  • Working Out

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Couples
  • Dual Income Family
  • Educators
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • LGBTQ
  • Living in Retirement
  • Military
  • Newly Engaged / Newlywed
  • Nonprofit Employees
  • Parents
  • Real Estate Investors
  • Single Women
  • Women Professionals
  • Young Families

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A smart move for us.

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
April 29, 2022

Neither my wife nor I are particularly skilled at financial matters so we would ask family and friends for advice. It worked out ok but we needed to do better. Our recent retirements and the way the world is going caused us concern for our future (financial) well-being.
Our daughters and their husbands have been working with Michael and have spoken very highly of him. They encouraged us to speak to him ourselves, find out how he could benefit us with his expertise, and consider him as our financial advisor. We had a great conversation with him and became clients soon after. We’re very glad we did.
Michael explained a number of things to us that we needed a better understanding of. He made good, timely, recommendations. He also worked hard to help us out with a concerning situation regarding my wife’s former retirement account that had her very worried and upset. It’s in a safe place now and she’s so relived.
Michael has proven to be accessible, patient, knowledgeable, and wonderful to work with. We feel a lot better about our financial future now than we did before engaging with Michael. We are comfortable and confident in recommending him to anyone seeking a first-rate financial adviser.

◼ Relationship to Financial Advisor:Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Joe Gally
Joe Gally

Best Financial Planner!

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
March 21, 2022

A good friend of mine referred me to Michael, and I’m so glad that she did. I don’t really have a lot of interest in financial planning, and certainly not much experience. I think this combination made me nervous to get started- thankfully, I met Michael who got me on a program! He is great at breaking things down and explaining anything that I don’t know about. I’m feel super confident having Michael manage my money. I’ll be life long client.

◼ Relationship to Financial Advisor:Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Logan Taylor
Logan Taylor