Michael Tanney

Michael Tanney is a Senior Managing Director at Magnus Financial Group LLC, a position he has held since 2019.1 He is based in the Greater New York City Area and has extensive experience in the financial services industry.1

Professional Background

Tanney's career in finance spans nearly two decades, with notable positions including:

1. Senior Managing Director at Magnus Financial Group LLC (2019-present)1
2. Managing Partner at Wanderlust Wealth (2015-2019)1
3. Private Wealth Manager at Goldman Sachs (2006-2014)1

At Magnus Financial Group LLC, Tanney provides customized wealth management and financial planning services. His areas of focus include investing, estate planning, insurance planning, cash flow planning, retirement planning, risk management, and maximizing after-tax wealth for clients in various life stages.1

Education and Certifications

Tanney holds multiple degrees and professional certifications:

• Bachelor's Degree from Indiana University Bloomington1
• Master's Degree from Baruch College, City University of New York (CUNY), where he graduated summa cum laude with a 4.0 GPA1
• Various FINRA licenses, including Series 7, 66, and 651
• Certified Personal Financial Counselor (CPFC)1

Achievements and Recognition

Throughout his career, Tanney has received several honors and awards:

• Investopedia Premier Advisor1
• Financial Times Financial Advisor IQ Leadership Council member1
• NASDAQ Advisor Council member1
• Speaker at various financial industry events, including the Private Wealth Management Summit and Global Investors Annual Meeting1

Personal Interests

Outside of his professional life, Tanney is an Eagle Scout and holds a black belt in Tae Kwon Do and Hapkido.1 He is also a top contributor on TripAdvisor, with over 250,000 readers of his reviews.1