Michaela Herlihy, financial advisor Hyannis MA

Michaela Herlihy

CRD Number: 5309597
Current Firm: Beacon Financial Planning, Inc.

Michaela’s career in financial planning began over a decade ago after she graduated from Boise State University. She began learning the business from the ground up, starting as an assistant at Beacon Financial Planning, Inc in 2005.  With her interest in helping people meet their financial goals piqued, Michaela decided to earn her certificate in Financial Planning at Boston University in 2008 and completed her CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation the same year.

After nearly six years as a financial planner with Wellesley-based Michael A. Schreiber & Associates, where she developed a comprehensive knowledge of investing, retirement and college planning, tax evaluation, risk management, and estate planning, Michaela re-joined the family business in 2012 and relocated to Cape Cod to manage our Hyannis office. Upon announcing her transition, 100% of Michaela’s existing clients followed her to Beacon. Today Michaela is the President of Beacon Financial Planning of Cape Cod, Inc. 

Michaela is passionate about helping her clients evaluate their needs and establish sound financial solutions to help them realize their dreams. “There’s a great sense of satisfaction when clients share their confidence in the plan we have developed together, noting with their financial house in order they can focus on that which brings them most joy – their business, family, golf, or whatever it may be.”

CONTACT
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Professional Designations
Company Name Location Dates Years
Beacon Financial Planning Of Cape Cod, Inc. Hyannis, MA Feb 2015 - Current 9
Beacon Financial Planning , Inc. South Easton, MA May 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Michaela G. Herlihy
Phone Number: 508-790-7039
Advisor Website: www.bfpcc.com
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    312
    MILLIONS
  • Total Number of Accounts
    912
    ACCOUNTS
  • Average Account Value
    $341,833
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MA, NH, TX

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