ABOUT US | Mike Klonsky

Michael L. Klonsky
Partner

Michael Klonsky is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary® designee, with more than 20 years of experience working with individual, families, business owners, and professionals, Michael has the experience and professional credentials to guide you to a financial investment plan customized to your needs. Michael believes the most effective planning happens in a three-step progression:

  1. Assist clients in the accumulation of capital for their defined goals
  2. Manage the capital to help ensure it meets the client's goals
  3. Transfer remaining capital to beneficiaries in the most tax-efficient manner
Active in his community, Mike is the past president of the Massachusetts chapter of the Lymphoma Research Foundation and dedicated his 2012-2013 triathlon season to raise money for the Massachusetts General Hospital's Cancer Center. Mike is currently training to swim the English Channel in July 2015 to continue his fund raising for the Mass General Cancer Center and to help fight hunger for kids in the United States.
He was recognized as a 2010 Mass General Hospital honoree for being one of the 100 individuals whose diligence, philanthropy, and passion have helped advance the fight against cancer.

Mike enjoys being involved with his children’s' many sport teams, training for triathlons, and skiing. He and his wife, Toni, reside on the North Shore of Boston with their children.


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