Michael Testa, CRPS in

Michael Testa, CRPS

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Financial Advisor- Owner at Tailored Wealth Solutions
📍 Albany, New York, United States

Michael Testa is the owner and Financial Advisor at Tailored Wealth Solutions, where he specializes in creating simplified financial strategies for business owners and families. A Siena University graduate and Chartered Retirement Plan Specialist, he focuses on collaborative planning with CPAs and attorneys to enhance client outcomes and organize their financial lives.

Outside of his primary financial advisory role, Michael has a significant interest in real estate, serving as an Officer at Upstate Rental Group LLC. This venture suggests a practical involvement and expertise in property investment and management, complementing his financial planning work.

Michael runs his own financial planning firm while simultaneously holding an officer position in a real estate rental company.

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Experience
20 Years
Current Role
Financial Advisor- Owner
Location
Albany, New York, United States
Personality Overview

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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

Collaborative Financial Planning
His professional focus involves a team-based process, working directly with CPAs and attorneys to proactively engage clients and deliver comprehensive financial solutions.
Tax-Efficient Investing
He frequently shares content about strategies like tax-loss harvesting and reviewing tax returns to help clients invest more efficiently and reduce their tax burden.
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Career

Work history

3-2015
Financial Advisor- Owner
Tailored Wealth Solutions
8-2016
Officer
Upstate Rental Group LLC
5-2005 - 2-2015
Senior Financial Advisor- Retirement Plan Specialist
Merrill Lynch
In the press

Media appearances

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Education
2000 - 2003
Bachelor's degree
Siena University
Education details unavailable
Guilderland HS
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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