Since 1984, Michael G. Kochis has solidified his reputation as a thought leader in the financial services industry. In his over 33 years of experience, he has provided financial representatives and brokers with the guidance, support, and resources to help them maximize their potential and fulfill their commitment to clients.
As many have in the past, Michael brought his talents from Ohio down to Florida in 2002., Michael has shepherded countless advisors in every corner of the financial market. His leadership extends across the country, from advisors specializing in medical and dental fields, to business owners, high-income estate planning, family-focused planning, young professionals and more.
Michael and his team offer a broad spectrum of unique services tailored to the needs of financial representatives and brokers, from training sessions and weekly coaching, to marketing and sales support, underwriting, business valuation services, advanced planning coaching and more. Above all, he specializes in defining and promoting the Producer’s Psychology of the business.
Through all aspects of his career, Michael has remained committed to helping enhance his clients’ lives. While protecting their families and businesses from unexpected threats, he focuses his expertise on helping clients achieve their most valued goals and aspirations. Beyond providing a path to fulfill their wants and needs, he provides a philosophy to inspire their work and optimize their practice.
Michael is a Certified Long-Term Care (CLTC®) professional and currently holds his FINRA Series 6, 7, 24, & 66 securities registrations. Outside of the office, he looks forward to boating, walking on the beach, playing sports, and spending time with his family, including his two daughters, son-in-laws, and granddaughter.
Registered Representative & Investment Advisor of Park Avenue Securities, General Agent of Guardian