Helping young professionals to achieve financial clarity
Michael Daskalakis joined The Bulfinch Group in 2024. Prior to joining Bulfinch, Michael started his career in tech sales and then pivoted to financial services, where he spent the last 6 years at Greater Boston financial firms in varying client servicing roles. Michael knew that he wanted to get on the relationship side of financial servicing which eventually led him to The Bulfinch Group.
Michael works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. Recognizing the unique needs of each of his clients, Michael is able to help individuals and young professionals take control over their financial world. His mission is to help others achieve financial clarity and live the lifestyle that they want due to proper financial strategies.
By assisting clients in creating an organized financial strategy, he is able to assist them in reaching their financial goals. Determined to help those that need financial guidance early in their lives, Michael remains focused on educating, informing and teaching individuals as they embark on their own financial journeys.
Michael earned a Bachelor of Arts (B.A.) degree in Classics from the College of the Holy Cross. He lives a very active lifestyle, cheering on his Boston Celtics, playing golf and always up for a game of pickup basketball. When he is not so active, he loves to pull up to his piano and create modern/contemporary music.
Originally from Belmont, Michael currently resides in South Boston.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian.
Designation holder is not permitted to provide services that would qualify him/her as an ERISA fiduciary for a qualified plan.