Michael Cafarchia
CFP®
Director
- Shareholder
Michael Cafarchia is a Director in Pathstone’s Los Angeles office. He serves as an advisor to many of Pathstone’s ultra-high net worth clients and their families. He works closely with senior members of the Los Angeles team to deliver sophisticated financial solutions for some of the firm’s more complex relationships, including customized portfolio construction, asset allocation, and performance reporting analysis. Mike often partners with many clients’ accountants, attorneys, and bankers in order to develop and implement various financial planning strategies. In addition to his client advisory responsibilities, Mike is a member of Pathstone’s Impact and Strategy Committees and assists with internal business development for the greater Los Angeles area.
Prior to Pathstone, Mike began his career in 2010 as an advisor at Convergent Wealth Advisors, where he teamed with colleagues to provide a boutique wealth management service experience.
Mike earned a Bachelor of Science degree in Business Administration, concentrating in Finance, from the University of Southern California. He is a Certified Financial Planner™ professional and also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
Outside of work, Mike enjoys cooking and discovering new cuisines throughout the Los Angeles area. He is also a member of the Beta Sigma Alumni Association and helps organize alumni functions for his fraternity, Tau Kappa Epsilon.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
Group
Certification
Office
Michael Cafarchia is a Director in Pathstone’s Los Angeles office. He serves as an advisor to many of Pathstone’s ultra-high net worth clients and their families. He works closely with senior members of the Los Angeles team to deliver sophisticated financial solutions for some of the firm’s more complex relationships, including customized portfolio construction, asset allocation, and performance reporting analysis. Mike often partners with many clients’ accountants, attorneys, and bankers in order to develop and implement various financial planning strategies. In addition to his client advisory responsibilities, Mike is a member of Pathstone’s Impact and Strategy Committees and assists with internal business development for the greater Los Angeles area.
Prior to Pathstone, Mike began his career in 2010 as an advisor at Convergent Wealth Advisors, where he teamed with colleagues to provide a boutique wealth management service experience.
Mike earned a Bachelor of Science degree in Business Administration, concentrating in Finance, from the University of Southern California. He is a Certified Financial Planner™ professional and also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
Outside of work, Mike enjoys cooking and discovering new cuisines throughout the Los Angeles area. He is also a member of the Beta Sigma Alumni Association and helps organize alumni functions for his fraternity, Tau Kappa Epsilon.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
