Michael Roasa, ChFC, CLU

Michael Roasa, ChFC, CLU

Founder & CEO

Michael specializes in advanced planning for accredited investors. As a Chartered Financial Consultant and Chartered Life Underwriter, Michael has over 40 years’ experience in the life and disability insurance industries as well as comprehensive financial planning. With Ultra Financials’ other partner, Michael provides clients with access to alternative asset management strategies on a fee basis comparable to those available from larger university endowments and institutional platforms. This enables clients to participate in tax-efficient and product risk-management investing solutions without the higher commissions paid to brokerage firms. In his spare time, you may find Michael enjoying Scottsdale’s plush golf courses or traveling.