Built by a Business Owner, for Business Owners
Big financial institutions are built to serve the masses. Robo-advisors are efficient, but they can't sit across the table from you, understand your business, or tell you whether your next hire makes sense. Neither was built for the person who owns and runs a company.
Tarascio Financial Planning was. We're a fee-only, fiduciary firm that works with owner-operators, business owners planning what's next, and successful professionals building toward independence. We look at your business and your personal finances as one picture, measure what matters, and give you clear, honest advice you can act on.
Numbers over guesswork. Plain language over jargon. And a relationship built on trust, year after year.
Michael Tarascio, CFP®
Michael is the leader and founder of Tarascio Financial Planning, LLC. After an impactful and enriching 12 years in Corporate America, he decided to create something more personal and direct. He founded a fee-only, Comprehensive Financial Planning practice to help business owners and families grow their savings, invest in their future, and lower their tax bill through transparent and honest collaboration.
He's not just a business owner; he's a dedicated learner, holding degrees from the University of Oregon and Boston College, and proudly carrying the title of CFP® Professional. When he's not serving clients, he is a Husband and Father, playing soccer with his kids, exploring biking trails and discovering new places.
Michael takes inspiration from the book "Grit" by Angela Duckworth. Grit is what’s rooted in each day’s work for TFP, and it governs how we serve each our clients - always working our hardest to ensure everyone in the TFP tribe exceeds their goals.
CONTACT INFORMATION
General Inquiry
503-995-3120
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