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Michael Palumbos

Michael Palumbos, CBEC, ChFC, has nearly 20 years of experience serving multi-generational, family-owned businesses. He holds a bachelor’s degree in economics from the University of Rochester and is a Certified Business Exit Consultant. Michael is on the Board of Directors at Wayne Cooperative Insurance Company and the Society of Financial Service Professionals. He is a member of the National Federation of Independent Businesses and the National Association of Insurance and Financial Advisors.

Michael resides in Pittsford, New York with his wife, Victoria. They have seven children and one grandchild (going on two!). In his free time Michael loves to create memories with his family, including; soaring in a glider, being passengers in a race car, traveling, flyboarding, and scuba diving (Michael has been diving since he was 16). Michael’s entire family has celebrated 19 consecutive years of a combined family vacation…known as PFV – Palumbos Family Vacation.

Michael has been published or quoted in a variety of media outlets, including Forbes, Family Business Magazine and several local papers and magazines. His book, Your Family Legacy, is a primer on what has become one of his passions...legacy families.

“It’s good to be here, as it gives me and my team a chance to say thank you to our clients, and to the Custom Wealth Advisor Network who have helped us through the years to create the planning process we have today. It’s taken many trials and tribulations to design the client experience we deliver. We look forward to continually striving to find new ways to help family-owned businesses protect their wealth and pass their values from generation to generation in a healthy and enjoyable manner. Thank you, PlanPlus, for challenging the advisor community to take a step back and review their planning processes from a 360* view. It’s exciting to have pushed ourselves to compete. The PlanPlus competition truly does judge financial plans based on comprehensiveness, and more importantly the value that financial planning teams add to their clients’ lives.”