Michael F. Broderick, CFP®, CLU®, ChFC®, CAP®, in

Michael F. Broderick, CFP®, CLU®, ChFC®, CAP®,

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Co-Founder and Managing Member at Atlantic Planning Group, LLC
📍 Waltham, Massachusetts, United States

Michael F. Broderick is the Co-Founder and Managing Partner of Atlantic Planning Group, bringing nearly three decades of financial services experience. He specializes in business planning, with a focus on executive benefits and succession planning for his clients. He is an alumnus of Providence College and holds the Retirement Income Certified Professional® designation.

Originally from the Boston area, Michael has built his career and company in Waltham, MA. His interests include following his alma mater, Providence College. He is also likely a supporter of Boston-area professional sports teams, given his long-standing local presence.

He is a qualifier for the "Top of the Table, " a prestigious honor from the Million Dollar Round Table (MDRT).

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Experience
33 Years
Current Role
Co-Founder and Managing Member
Job Level
Leadership
Location
Waltham, Massachusetts, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

Business Succession
A core area of his expertise, where he helps business owners plan for the future of their companies.
Executive Benefits
He has extensive experience designing and implementing specialized benefits plans for business executives.
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Career

Work history

9-1997
Co-Founder and Managing Member
Atlantic Planning Group, LLC
1-1995
Financial Adviser
Eagle Strategies, LLC
Financial Planner
Mutual of New York
1-1985 - 1-1987
Real Estate Broker
Carlson GMAC Real Estate
1-1984 - 1-1985
Property Manager
Haynes Management Inc.
In the press

Media appearances

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Education
1980 - 1984
BS
Providence College
1976 - 1980
Education details unavailable
Catholic Memorial
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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