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Michael T

Series 65

Grand Rapids, MI

Cetera Planning Partners

Michael Tepastte is a financial advisor with Cetera Planning Partners in Grand Rapids, MI, holding a Series 65 credential and four years of industry experience. Prior to joining Cetera in 2026, he worked at Avantax Planning Partners and has served as a partner at Brickley DeLong PC, a full-service public accounting and business consulting firm. Tepastte is also involved as Secretary/Treasurer of The Crime Victim Foundation, an organization providing last resort assistance to victims of crime. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach emphasizes diversified allocations of mutual funds and ETFs aligned with client objectives and risk tolerance, supported by formal planning processes and ancillary services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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