Michael Lafata, CRPC®

Financial Advisor

Ph:508-453-9803
F:508-453-9801
Email:michaell@archstonefinancial.net 

Michael’s profound fascination and strong understanding of the capital markets, combined with a desire to assist others, is what drove him to pursue a career as a financial advisor and wealth manager. His mission is to educate individuals on the myriad of financial planning strategies that exist today and help them pursue their financial goals and objectives. 

 Michael entered the financial services industry in the Fall of 2019 and began his career as part of the Regional Sales and Support Team at both Voya Financial Advisors and Cetera Wealth Partners. In his previous roles, he developed a robust skillset that translates seamlessly to his role as an Investment Advisor at Archstone Financial. These skills allow him to specialize in individually tailored wealth management and financial planning strategies to deliver results for clients.

 Prior to beginning his career, Michael graduated from The University of Alabama where he studied Finance and Business. As an avid sports fan, he was also a member of the Alabama Men’s Lacrosse team and made sure to attend as many football games as possible.  Outside of the office, he enjoys time with his wife, Tatyana, traveling abroad to new destinations, and spending days in Boston.

Areas of Focus:

• Investment Management
• Wealth & Retirement Planning
• Income Strategies
• Estate & Legacy Planning
• Education Planning
• Small Business
• Tax Planning Strategies

Qualifications:

• SIE, Series 7, Series 66.

Education:

• University of Alabama, BS Business Administration, 2019