An executive and financial planner with more than two decades of experience in his field, Michael Egan serves as a Senior Partner at Egan, Berger & Weiner, LLC, in Vienna, Virginia. Commanding an impressive professional history, Michael Egan began to lay the educative foundation for his career as an undergraduate at The George Washington University in Washington, D.C., where from 1986 through 1989 he pursued studies in various topics of business management and finance. Graduating from GWU with his Bachelor of Business Administration at the end of this period, Michael Egan immediately launched a highly diversified career in the financial services sector, with notable work performed as a mutual fund accountant/analyst and financial planner. In 1994, Michael Egan joined the team at JP Atkinson & Associates, Inc., in Vienna, Virginia, where for the next nine years he served in a variety of roles, including Branch Manager, Financial Planner, and Director of Advanced Marketing. During this time, Michael Egan fulfilled numerous responsibilities at JP Atkinson, such as the management of investment portfolios, the development of financial plans, and providing advisory services to clients. In addition, Michael Egan began a professional relationship with Fairfax County Public Schools, presenting retirement planning seminars in the adult and community education program, which he continues to this day. At the end of his tenure with JP Atkinson in 2003, Michael Egan joined with fellow finance executives to found Egan, Berger & Weiner, LLC, through which he continues to provide a full spectrum of retirement, estate, college, 401(k), 403(b), profit sharing, and money purchase planning strategies to clients in and around the greater Washington, DC metropolitan area. A Certified Financial Planner® certificant, Michael Egan holds additional memberships in the Financial Planning Association and the Financial Services Institute. Considered one of the top financial planners in the region, Michael Egan has earned listing in Washingtonian magazine and was named a Top Financial Professional by Northern Virginia Magazine, based on a survey of area financial professionals and the magazine’s own research, for the past two years. To read more about the professional background of Michael Egan and the services he provides through Egan, Berger & Weiner, LLC, please visit the official company website at www.ebwllc.com. Securities and investment advisory services are offered through ING Financial Partners, member SIPC. Egan, Berger & Weiner, LLC, is not a subsidiary of nor controlled by ING Financial Partners, Inc.
Sep 2003 - Present
Senior Partner/Financial Planner
Egan, Berger and Weiner, LLC
Face to face meetings with clients to discuss their financial planning needs and objectives.
Portfolio Management, Stock Market research and industry trends, Staying current with tax code, social security issues and strategies, client management, teaching educational seminars, retirement planning, managing and maintaining a multi-millon dollar practice.
Aug 1986 - Feb 1989
George Washington University