Michael Pappis, CFP®
Michael Pappis, a CFP® professional and IRS Enrolled Agent, is a financial planner and educator with more than a decade of experience helping people make informed, confident decisions about their financial lives.
Since entering the financial services industry in 2013, he has advised a wide range of clients on retirement income planning, tax strategy, equity compensation and long-term financial modeling. Michael has worked in both traditional wealth management and the FinTech space, giving him a unique perspective on how people can use planning tools and clear decision frameworks to navigate their financial lives more effectively.
His financial insights have been featured in outlets such as NerdWallet, Business Insider, Yahoo! Finance and U.S. News & World Report. Today, Michael is Head of Support and a financial planning educator at Boldin, where he focuses on helping people build clarity and confidence in their retirement plans.
Based in Pittsburgh, Pennsylvania, he enjoys spending time with family and friends and exploring the city's restaurant scene.
Website: www.boldin.com | Email: mike.pappis@boldin.com | LinkedIn
Latest articles by Michael Pappis, CFP®
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4 Smart Ways to Use Your Tax Return for Financial PlanningDon't just file your tax return and forget about it. Reviewing it will reveal how financial decisions have played out, and how to make better ones in future.
By Michael Pappis, CFP®
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Confident Retirement Planning Starts With These 5 HabitsThese habits, gleaned from a survey of financially savvy adults, can help increase your confidence and guide your planning as you head toward retirement.
By Michael Pappis, CFP®
