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Michael Dugal

CFP®, QKA®

Financial Planner

Professional Experience

Mike joined Sentinel Benefits & Financial Group in 2019 in Sentinel's Sales & Business development rotational program. Since joining the firm, Mike has worked with many of the different teams at Sentinel gaining a deep understanding of all things employee benefits. Some of these teams include Health & Welfare, Institutional Retirement, and Individual Financial Planning. Mike is committed to helping individual participants and families with guidance on their retirement plans, as well as broader financial topics, so they can enjoy the retirement they deserve.
 
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Educational Background and Certifications

  • Elon University, Elon, NC – BA, Finance & Accounting
  • FINRA Series 65
  • Qualified 401(k) Administrator QKA®
  • The Commonwealth of Massachusetts – Life, Accident and Health Insurance Licenses
  • CERTIFIED FINANCIAL PLANNER™

Hometown

Boston, MA

Out of the Office

Mike enjoys exploring Boston, especially the North End and finding new and exciting restaurant experiences.

Check the background of this investment professional on FINRA's BrokerCheck.

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