Michal Fraser has been providing thoughtful and insightful financial guidance to clients for nearly 20 years. His services include 401(k) and IRA rollovers as well as retirement strategies that help maximize the accumulation and distribution of his clients’ hard-earned assets.
In addition to a bachelor’s degree in Business Administration with an emphasis on economics from Old Dominion University, Michal has earned the designations of Accredited Wealth Management Advisor (AWMA) and Certified Funds Specialist (CFS). He has often been called upon to share his knowledge of estate and retirement planning.
A veteran of the U.S. Navy who served his country aboard nuclear submarines from 1981 to 1993, Michal serves his community today through various non-profit organizations. He is a charter member of the Professional Advisory Committee for the United Way of South Hampton Roads Foundation on Charitable Giving; an officer and Board Member of Cosmopolitan International which is a non profit foundation whose main purpose is to raise funds to help find a cure to end diabetes; and a past member of the Charitable Planning Committee for the Children’s Hospital of the King’s Daughters.
Away from work, Michal enjoys hacking up world renowned golf course, travel, reading, engaging in great discussion with passionate people and spending quality time with his wife, Kim, and his two children: daughter, Ansley, and energetic son, Brayden.
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Legacy Planning Group, LLC and Interactive Financial Advisors are not affiliated.