PITTSBURGH: D.B. Root & Company prides itself in recruiting and developing outstanding talent. A clear example of this is the advancement of Michael Aroesty in becoming a CERTIFIED FINANCIAL PLANNER™ in 2013. Part of Michael’s development was the result of completing the Advisor Intensive Mentor Program Run by Commonwealth Financial Network. The goal of the program is to develop the associate advisor into a full-time producing advisor in the firm within 12 months.
Mike joined the firm in 2010 as a registered assistant to David Root, CEO of the firm. Root says,“Michael has been a huge asset to me and our clients over the past three years. He not only learned the business quickly, he has had laser sharp focus and great attention to detail. He is extremely passionate about helping clients and has a very bright future ahead. We couldn’t be happier about him launching his advisor career with D.B. Root & Company.”
As Financial Advisor, Michael will now be responsible for asset allocation and risk management decisions on portfolios, retirement projections for clients, placing trades and directing estate planning and tax planning issues. “I was able to learn from some of the best in the industry, and had a great opportunity to work closely with some outstanding clients. I am thrilled to now have the opportunity to serve my own roster of clients.”
Michael holds the Series 7 and 66 securities registrations through Commonwealth Financial, as well as the Accredited Investment Fiduciary ® designation. As a financial advisor with D.B. Root & Company, Michael’s mission is to provide individuals, families, and non-profit organizations with comprehensive and unbiased financial planning and wealth-management services. He and his team help provide solutions to individuals’ goals on retirement, education, estate, tax and generational wealth planning.
Prior to his employment with D.B. Root & Company, Michael worked for 7 years at the Taft School, a co-educational boarding school in Western Connecticut. At Taft, he was the Assistant Director of Financial Aid, an Admissions Officer, Psychology teacher, dorm head, varsity hockey coach and advisor to dozens of students and families. Mike earned his degree from Williams College in 2003, where he was the starting goaltender for the Varsity Ice Hockey team.
Michael is a resident of Regent Square along with his wife Lindsay and young son Jake. There you will find him jogging throughout the city of Pittsburgh, or on the ice coaching and playing hockey.
About D.B. Root & Company
The financial advisors of D. B. Root & Company provide wealth management and financial planning to individuals, families and businesses. They provide independent, personal financial advice including retirement planning, investment management, estate planning, tax advice, corporate seminars and executive counseling services. Founded in 1994, the firm is headquartered at 436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219 (412) 227-2800. For more information, visit www.dbroot.com