Michael Raimondi
Financial Planner for Creative Professionals
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Clarus Group
Michael Raimondi
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Advisor
New York, New York
Serving Clients Nationwide
Financial Planner for Creative Professionals
Areas of Focus
- Estate Planning
- Investment Management
- Living in Retirement
- Socially Responsible Investing
- Taxes
About Me
My name is Michael Raimondi, Wealth Manager at Clarus Group, who provides financial planning and investment advisory services for Creative Professionals across all disciplines and stages of life. I most frequently work with Entertainment & Media Professionals, 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 former film and theatre professional 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 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, and my MFA from The New School. I am a current Candidate for CFP® Certification.
I live in Manhattan with my partner and my rescue dog, Touché. I enjoy the theatre, cinema, reading, walking my dog in the park, and proudly serve on the Board of TMI Project. https://www.tmiproject.org/
Professional Designations
- Candidate for CFP® certification
Affiliations
- CFP Board
- Financial Planning Association
Primary Location
1120, 6th Avenue, New York, New York, 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 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 | Certificate in Financial Planning, New York University
Awards and Honors
- Envestnet Scholarship Recipient
Badges
Hobbies and Interests
- Animal Rescue
- Cooking
- Movies
- Theater
- Working Out
Who 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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Wonderful Experience So Far
✅ Wealthtender Certified Advisor Review™
September 12, 2022
I had been avoiding planning for my retirement and long term care for a very long time BUT my son recommended that I meet with
Michael Raimondi about my retirement and deferred compensation accounts. I had no idea what to expect and all I can say is I should have done this sooner. Michael is so easy to work with and easy to understand. He keeps me informed of my accounts as well as the future forecast. He is such a pleasure to work with, I don’t feel like he is ever talking over my head, he takes the time to explain and he listens to my concerns.
I feel like my investments are in good hands with Michael Raimondi.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Fantastic Financial Planner
✅ Wealthtender Certified Advisor Review™
August 30, 2022
Just over a year ago, I had been considering looking for a financial advisor, and out of the blue, Michael was recommended to me. Fast forward to today and I couldn’t be happier with the guidance Michael provides. He’s trustworthy, knowledgeable, and always willing to help or answer any questions. Working with Michael has increased my confidence with managing my money and I feel proud and positive about the decisions we’re making together!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Stronger than yesterday
✅ Wealthtender Certified Advisor Review™
August 30, 2022
I am extremely new to planning ahead with my finances. I’ve been apprehensive most of my life because I’ve always been afraid I do not understand enough to try to take the plunge and plan for my future in this way. I feel so lucky to have been pulled into orbit with Michael. He has been extremely understanding, patient, and thoughtful with helping me to get organized. Michael always takes extra steps to help make sure I fully understand the choices we are making, ensuring I’m comfortable and most importantly that I’m confident. Michael is a delight to work with and I’m grateful for his guidance. When we meet it never feels like work and he’s always there to help me when I have a question.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
August 19, 2022
Now that we are retired, my wife Gail and I were not sure what to do with our investment money. We were introduced to Michael last year and glad for it. Not only has he had patience with all our questions, but has made several adjustments for us that have been in a positive direction. Also, he is simply a “nice guy.”
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Genuine and curious advisor with real integrity
✅ Wealthtender Certified Advisor Review™
August 16, 2022
I’m fairly new to being playful with money, and when I first started looking for advisors, everyone was either trying to sell me up the river or stopped paying attention when they learned I wasn’t sitting on a pile of gold. But Michael has been set apart from the rest since the start. He’s really taken time to get to know me as a person, and has helped me understand how I can use my values to help us figure out the best way to build wealth for myself. He’s been both incredibly patient and on top of things which is a rare combo. He’s also given me easy ways to understand everything instead of the financial jargon that other advisors over rely on. I think my favorite thing though is that it’s clear he’s interested in the long haul with his clients. I know this is just the start of our working relationship/
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Patient, kind, and great to work with!
✅ Wealthtender Certified Advisor Review™
August 16, 2022
Michael is great to work with. He really listens to what is important to you and guides you in the direction that makes the most sense for your financial future. He never pushes anything on you that may not align with your interests or values. I highly recommend working with him!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Honest, considerate, and prompt!
✅ Wealthtender Certified Advisor Review™
June 21, 2022
I started using Michael a few months ago as my financial advisor and have nothing but great things to say! He asks all the right questions and customizes a plan that is personal to your own unique life style. He’s always quick to answer and I am looking forward to using him as my advisor for years to come.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
A smart move for us.
✅ Wealthtender Certified Advisor Review™
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.
Best Financial Planner!
✅ Wealthtender Certified Advisor Review™
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.
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