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Michael Taras, CFP®, CRPC®, AIF®

Michael Taras, CFP®, CRPC®, AIF®

Financial Advisor

As a Financial Advisor with Capital Analysts of Jacksonville, Florida, Inc., Michael Taras strives to continue the firm’s philosophy of putting the client’s needs first. He helps clients pursue their financial goals by developing and implementing customized holistic financial plans.

Michael started his career with Merrill Lynch as a retirement education specialist. While there he earned his Chartered Retirement Planning Counselorâ„  (CRPC®) professional designation. His focus was in educating plan participants on the various options and strategies available with their retirement plans, including 401(k)s, IRAs, pensions, and non-qualified plans. He enjoyed giving back to the community as the team’s representative for United Way, where he helped organize charity events.

Michael joined Capital Analysts in 2017 and works with a group of professionals specializing in retirement planning, wealth management, and employee benefits. He is a Registered Representative, an Investment Adviser Representative, and a licensed Life and Health Insurance agent.

Michael is a Jacksonville native and graduated from the University of North Florida with a dual major in Finance and Financial Services. He enjoys surfing, golfing and Jaguars football as well as spending time with his wife and two children.