Michael Guertin is a financial advisor with Integrated Financial Concepts and Equity Services, Inc. (ESI) and life insurance producer with National Life Group based in Rhode Island. Michael is the founder and creator of “Financial Fitness” a focused approach of financial planning for physically active adults that is scheduled to premiere in April 2025.
After a twenty-year successful career in global mobility, Michael became a financial advisor during the height of the great recession of 2009. He began his practice by focusing on his former industry in the New York and New England markets. Michael’s practice now includes multigenerational families, foreign national clients and businesses, including automotive and funeral services, as well as those individuals who share his passion for his leisure activities.
Michael and his wife Michelle are lifelong Rhode Island residents and have two adult children and two grandchildren. He is an active rock climber in top rope and bouldering, scuba diving, surfing, skiing as well as bike riding. Michael is a two-time qualifier for President’s Club* since joining National Life Group in March 2023 and ESI in September 2024.
Michael Guertin is a Registered Representative and Investment Adviser Representative of Equity Services , Inc. He offers securities in Rhode Island and is insurance-licensed in Rhode Island.
*Membership is based on sales criteria.