About Me

Michael Lynch, CFP®, ChFC®, CLU®, CASL
Financial Planner
Special Needs Financial Planner
Financial Services Representative

 
Michael is a Financial Planner at Barnum Financial Group, an office of MetLife. He develops customized planning strategies for individuals, families, and business owners that enable them to build wealth, pay lower taxes, and protect the people who depend on them for support.
 
Michael is an adjunct professor at Fairfield University and he teaches consumer oriented financial planning courses to employees of corporations, government and nonprofit organizations, and school districts in Connecticut. He hosts a weekly radio show, Smart Money Radio, on WICC 600 AM. His writings appear in both local and national publications.
 
Michael is a Financial Planner for people with Special Needs. As the father of a child with special needs, Michael is intimately familiar with the emotional, educational, and financial issues that face special needs families. 
 
Michael lives in Stratford, Connecticut with his wife, Diana R. Paulin, assistant professor of English and American Studies at Trinity College, and his daughter, Micaela Anne and son Domenic. His hobbies include writing, running, reading and working on his house with his neighbor Paul.

 

 Community Involvement 

  • Board of Directors Kennedy Center
  • Board of Directors Autism Spectrum Resource Center
  • Board of Directors Foundation for Life


Professional Development
 

  • Adjunct Professor at Fairfield University, University College’s Financial Planning Program.
  • Obtained the following certifications/designations:
    CERTIFIED FINANCIAL PLANNERTM professional
    -  Certified MetLife Special Needs Planner
    Chartered Financial Consultant (ChFC®)
    Certified Life Underwriter (CLU)
    Chartered Advisor for Senior Living.
    Certified in Long Term Care (CLTC)

Education

  • Bachelor of Arts in Political Science from University of Washington
  • Master of Arts in Economics from San Francisco State University. 


Achievements & Awards

  • Lifetime Member, Presidents Club
  • MetLife, Financial Planner of the Year, 2008
  • Barnum Financial Group, Financial Planner of the Year, 2003-Present
  • Awarded one of the four best financial planners in the country under forty years old by NAIFA 2007.
  • Named top wealth manager by Westchester Magazine 2009