About Michael
Michael R. Laliberté | MSPFP, MPAS®, ChFC®
Managing Director and Senior Wealth Manager
Michael Laliberté, Managing Director and Senior Wealth Manager of Coastal Family Wealth Advisory advises clients based on his own experiences. He believes he cannot lead people to places where he has never been, and treats every success and failure as a learning opportunity. The financial advice and guidance he provides is formed from his real-life successes and failures in managing his own personal finances as well as his professional education and training.
Michael grew up “so poor that he had to borrow money to be broke.” His humble beginnings have given him a unique perspective on money, and is the impetus for his hard-working nature. From an early age he also developed a passion for uncovering people’s spending habits and their feelings regarding money.
Michael has been an Adjunct Instructor and taught Investments I & II at Johnson and Wales University as well as a co-portfolio manager of a mutual fund. His journey has equipped him with a thorough understanding of the entire wealth management process through professional exposure to banking, lending, investments, and insurance.
After serving his country in the Army, Michael entered the financial services industry in 1990. In 2007, at the age of 43, he re-entered military service as an Army infantryman. This period included deployments in both South Korea and Germany, and a tour in Afghanistan at the age of 46. Upon concluding his military service, he resumed his career in the Wealth Management industry in 2014.
Michael earned a bachelor’s degree in management with a concentration in finance from Johnson & Wales University. He earned his Master’s Degree in Personal Financial Planning as well as the Master Planner Advanced Studies℠ designation, both from the College for Financial Planning. He holds a Chartered Financial Consultant® designation from The American College of Financial Service. And he also earned the Certified Exit Planning Advisor® (CEPA) designation from the Exit Planning Institute.
Michael holds the following licences; Series 6, 7 & 65 as well as a Life, Accident and Health Insurance license.
Michael is married to co-owner Christine “Chrissy” Laliberté, who is also the firm’s Senior Relationship Manager, as well. They reside in both Cape Coral, FL, and Littleton, NH. Michael and Chrissy share three grown children together as well as their feisty and playful dog, Cali.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Coastal Family Wealth Advisory and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, MA, ME, MI, NH, NY, RI, VA, and VT. Advisory services only in Arizona. No offers may be made or accepted outside the specific states referenced.
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