Michael’s Approach
Michael D. Wayasamin
CRPC®
Financial Advisor / Member Owner
Overview
Michael Wayasamin is a financial advisor at our Huntersville, North Carolina, office. A Certified Retirement Planning Counselor® (CRPC®), he focuses on retirement planning and cash flow analysis. He joined Savant in 2026 when Exencial Wealth Advisors became part of the firm.
Michael brings more than 25 years of experience in the financial services industry and a deep understanding of market structure, portfolio strategy, and client-centered planning. He builds long-term relationships with high-net-worth individuals and families by developing thoughtful strategies designed to support clients through changing market conditions and every stage of life.
Before joining Savant, Michael held a variety of senior roles across the industry. He worked at TD Ameritrade Institutional as an internal sales consultant on the Advisor in Transition team, supporting advisory firms through complex business changes. Earlier in his career, he served as a financial consultant at Fidelity Investments, where he earned two Excellence in Action awards recognizing teamwork and collaboration. Michael also worked as a New York Stock Exchange equity trader and senior associate with Goldman Sachs Group, Inc.
His background includes advanced industry involvement, including selection to the NYSE Front Line Specialist Clerk (Series 21) Qualifications Examination Committee and Bloomberg Terminal equity product certification. He earned a bachelor’s degree from New York University.
Michael remains active in his community and currently serves as treasurer for his cooperative board in Brooklyn Heights, where he has been a board member for more than a decade. He is married and enjoys running, fishing, hiking, and traveling.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- New York University
Bachelor of Arts
Professional Designations
- CRPC®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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