Our Qualifications

             Orentlich Financial Services, LLC            



 

Michael Orentlich holds several professional certifications including CERTIFIED FINANCIAL PLANNERTM practitioner, CHARTERD LIFE UNDERWRITER, CHARTERD FINANCIAL CONSULTANT, and CHARTERED ADVISER FOR SENIOR LIVING.  Michael was awarded the ACCREDITED ESTATE PLANNER designation, by the National Association of Estate Planners & Councils, for his contribution and commitment to the field. Michael is particularly interested in insurance, protection planning, and retirement planning.  





In addition, Michael can also offer insurance through various insurance companies which enables him to compare the best products and services to suit his clients' needs. 







Michael is an active participant in Boston's financial planning community and a long-time member of the Massachusetts Chapter of the Financial Planning Association, and a member of the board of The Boston Estate Planning Council. Since 1999, he has consistently been a member of the “Million Dollar Round Table,” an international organization that annually recognizes a select group of insurance industry professionals worldwide.







An Adjunct Professor at the Boston University Center for Professional Education, Michael has taught retirement planning to CERTIFIED FINANCIAL PLANNER candidates since 2000. In addition, he played a key role in the design and development of Boston University's Online Program for Financial Planners. 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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