Michael R. Testa, CRPS®

Michael Testa believes the best financial plans are a lot like the best fitness routines—structured, intentional, and built to last.

As Founder and CEO of Tailored Wealth Solutions, Michael has spent more than 20 years helping individuals, families, and business owners simplify complex decisions, organize their financial lives, and maximize what matters most: long-term wealth, security, and peace of mind.

His work is grounded in retirement income planning, tax-aware strategy, and thoughtful planning for business owners. Michael holds FINRA Series 7, 66, and 31 licenses, along with Life, Accident, and Health Insurance licenses, and is a Chartered Retirement Plans Specialist™ (CRPS®). These credentials support a planning-first approach that is both comprehensive and practical.

Michael leads the firm with the same discipline he brings to his personal life. He starts each day with a consistent fitness routine—not because he has to, but because consistency builds strength. That mindset carries directly into the planning process delivered to clients.

What sets Tailored Wealth Solutions apart is a commitment to communication. Personal communication isn’t just part of the process—it is the process. The team takes the time to understand each client’s goals and values, then builds organized, tax-smart strategies designed to evolve as life changes. Clients often cite the firm’s planning-first approach, accessibility, and ownership mindset as key differentiators.

Outside the office, Michael is a proud husband to his wife, Ashley, and a very active father to three children under the age of five. Life is busy, loud, and rewarding—and it keeps him grounded in what truly matters.

*Chartered Retirement Plans Specialist™ and CRPS® are registered service marks of the College for Financial Planning.