Michael G. Foley, CFP®, CSLP®
Comprehensive Financial Advisor
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Michael Foley is a comprehensive Financial Advisor specializing in the healthcare space. He is a native of Paradise Valley, Arizona, and son to a Pediatric Anesthesiologist and a Maternal Fetal Medicine Specialist. After watching his parents struggle with poor advice from a Financial Advisor, Michael found a passion to serve healthcare professionals in a way that gives them the opportunity to live their best lives and support the things that matter the most to them. He achieves this by creating paths for life alignment and coming alongside to help incrementally grow their finances. Daily, Michael meets his clients where they are at with grace, and work with them every step of the way! With Michael’s focus in the medical space, he has been identified as North Star’s Medical Division President Elect. Michael will serve as President of this Division starting in the Summer of 2023 and will lead the group of advisors who specialize in serving those in the healthcare field.
Michael earned his undergraduate degree from Duke University, where he was Team Captain and set a school record for Hammer Throwing. From Duke, he went on to Northwestern to complete his CERTIFIED FINANCIAL PLANNER™ certification training. In collaborating with his clients, Michael identified the incredible need for Student Loan advice and chose to subspecialize in Student Loan Planning and completed additional training to become a Certified Student Loan Professional. This designation requires an annual Board Exam to make sure that he is up to date with all the changes in the complex and fast-changing world of Student Loans. Since his designation, Michael has become an expert in this field and regularly writes on this topic for the CSLP Board and Medical Economics. He serves as the firm’s Student Loan Expert, serving many other advisor’s clients in the realm of Student Loan Planning. Michael is also a Federal Student Loan Expert Educator for Midwestern Dental School and serves as a Student Loan Expert Contributor for the American College of Financial Services.
Michael is a licensed Life, Accident and Health Insurance Agent and is FINRA Series 7 and Series 66 registered. He is a regular “Financial Wellness” guest speaker for the leading Obstetrics and Gynecology podcast, “CREOGs Over Coffee,” and a lead Producer for the Guaranteed Standard Issue Disability Insurance Programs at the University of Arizona and University of New Mexico. In addition to this, Michael also co-founded the Center for Humane Living and teaches Tang Soo Do. Students at the Center for Humane Living are of all ages and are inspired to live peaceful and compassionate lives – a mission that Michael himself encompasses daily.
While Michael has extensive experience and education, his persistence in bringing trusted advisement is driven by his passion to care for people. Whether it is through helping them manage their Student Loans or serving them through personalized financial counseling, Michael is committed to making the lives of people around him better.
As a business owner, Michael is very faith-driven and lives by “The COMPASS Way” – an acronym for the commitments that he and his team make to not only each other, but to their clients daily.
Creating paths for life alignment.
Organic and incremental growth.
Meeting people where they are at with grace.
Persistence because we care.
Accountability to each other.
Servant hearts present in every interaction.
Simplifying the complex.
When Michael is not working, he spends quality time with his wife Lindsay, Practice Coordinator on Michael’s team, and Otis, their Great Dane. As a way to stay fit and scratch his competitive itch, Michael also continues to train and compete in Hammer Throwing at the local Community College. Michael and his team look forward to taking care of you!
Michael specifically assists his clients in the following areas:
- Comprehensive advice-based financial planning
- Goal planning and “what if” scenario blueprints
- Investment asset allocation and portfolio design
- Debt management
- True own-occupation disability insurance
- Risk management and asset protection strategies*
- Business/practice planning
- Tax minimization techniques*
- Wealth accumulation and distribution strategies
- Estate planning*, wealth preservation and wealth transfer
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Investment advisor representative of Cetera Advisor Networks, LLC. CA Insurance License #4104747.