Our Team
Our mission is to impact individuals personally, professionally and financially to
positively affect the lives of themselves and those they love.
Michael Germano, CFP®, ChFC® is a graduate of the Wharton School, University of Pennsylvania (Honors) who has a background in financial planning, entrepreneurship and insurance. He was with Citigroup for over ten years and has been in the financial services industry since 2003. His clientele include Independent Rebels, Preeminent Health and Wellness Practitioners and Psychology Professionals.
Michael has been passionate about investing since childhood, and his unique approach and zeal for portfolio/investment management greatly benefit his clients. An anomaly in the planning industry, Michael pursues unconventional (and efficient) remedies to help his clients achieve their goals. In every aspect of life, he believes in challenging the status quo and deconstructing social norms so he can lead others to their greatest potential. As a small-business owner, philanthropist and self-proclaimed disciple of health and wellness, Michael’s mission is to create an enduring legacy that positively impacts his family, community, and the world.
A CERTIFIED FINANCIAL PLANNERTM (CFP®) and CHARTERED FINANCIAL CONSULTANTTM (ChFC®), Michael believes that risk management is the foundation of all financial planning, and this enables him to help build a solid base for his clients by integrating insurance and estate planning into their financial lives. Similarly, he sees the value in combining both active and passive investments, as well as traditional and alternative investments—such as hedge funds and private equity when appropriate.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 030917-013458
Michael joined Steward Partners as a Client Administrative Manager in 2017. Prior to joining Steward Partners, he worked at Morgan Stanley for over 3 years as a Senior Registered Client Associate assisting a team of financial advisors. Michael holds the Series 7 and 66 licenses. He is responsible for all aspects of client service, including providing operational and sales support for our team and clients. Michael has a finance degree from Baruch College, and currently resides in New York City. In his spare time he enjoys playing sports, traveling and attending concerts.
Megan joined Steward Partners as a Client Administrative Manager in 2021. Prior to joining Steward Partners, she worked in retail for 15 years in many aspects of the business. She brings with her a customer service attitude and a willingness to help others. She is responsible for managing administrative, operational and service-related areas working for our clients and advisors. Megan currently resides in Philadelphia, PA with her husband Mick and dog Chloe. In her spare time, she enjoys spending time with family and friends, crafting and traveling.