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Michael S

CFA®, Series 65, Series 66

Fenton, MI

Modera Wealth Management, LLC

Michael Starkel is a CFA® charterholder and holds Series 65 and Series 66 licenses, currently serving as a financial advisor at Modera Wealth Management, LLC with two years of industry experience. His previous roles include positions at Mercer Global Advisors Inc., Parsec Financial Management, Inc., and Edward Jones. Prior to his advising career, Starkel worked for the West Bloomfield Fire Department for four years. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation strategies rooted in Modern Portfolio Theory with in-house accounting and tax capabilities, offering an integrated advisory model uncommon among peers.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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