Broker Check
Michael W. Lynch, CFP®, CHFC®, CLU®, CASL®, CAP®

Michael W. Lynch, CFP®, CHFC®, CLU®, CASL®, CAP®

FINANCIAL PLANNER, SPECIALCARE PLANNER, FINANCIAL SERVICES EXECUTIVE

Michael is a Financial Planner at Barnum Financial Group. 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. His writings appear in both local and national publications.

Mike Lynch is a member of Ed Slott's Master Elite IRA Advisor GroupSMClick to learn more about this group!

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 daughter, Micaela Anne and son Domenic. His hobbies include writing, running, reading and working on his house.

 

Community Involvement

  • Actively involved in the Kennedy Center
  • Actively involved in the 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 Specialcare Planner
  • Chartered Financial Consultant (ChFC®)
  • Certified Life Underwriter (CLU)
  • Chartered Advisor for Senior Living.
  • Certified in Long Term Care (CLTC)
  • Chartered Advisor in Philanthropy (CAP® )

Education

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

Achievements & Awards While At MetLife:

  • Lifetime Member, Presidents Club
  • MetLife, Financial Planner of the Year, 2008, 2009, 2010
  • Barnum Financial Group, Financial Planner of the Year, 2003-Present
  • 2007 NAIFA Forty Under Forty Award for one of the best financial planners
  • Named top wealth manager by Westchester Magazine 2009, 2011