Michael Amoia

profile-michael-amoia

JD, LLM (Tax), CLU®, ChFC® Vice President, Advanced Markets

As Vice President of Advanced Markets for our partner, Valmark Financial Group, Michael Amoia works with our clients and our clients’ advisors to implement advanced wealth transfer and business planning techniques that leverage the use of life insurance.

With over 28 years of experience and a deep understanding of complex estate planning techniques, Michael works closely with both our back-office life insurance case design and financial planning teams to create client deliverables that help illustrate how these techniques and strategies can maximize the ability for clients to efficiently transfer intergenerational wealth.

Mr. Amoia is a frequent national speaker on various estate planning topics and an author of numerous industry articles. He is also a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Juris Doctor (JD) which he earned from University of Baltimore’s School of Law, and holds a LL.M in Taxation and Certificate in Estate Planning from Georgetown University Law Center.  

Contact Us

62 Walnut Street
Wellesley, MA 02481
Phone: 781.237.0123
Fax: 781.237.1696
E-mail: info@capformgroup.com

Capital Formation Group, Inc.