Instructor Biography

Michael Lynch

Michael has built his wealth management practice on a foundation of holistic financial planning. A CERTIFIED FINANCIAL PLANNER™ professional, he has over a decade of experience developing customized strategies for individuals, families and business owners. As a result of his work, Michael has been named MetLife’s Financial Planner of the Year three times. A cornerstone of Michael’s practice is his commitment to financial literacy and life-long learning. Believing that knowledge gives people the power to make important financial decisions with confidence, Michael is a noted educator on financial matters. He is an adjunct professor at the Dolan School of Business at Fairfield University. In addition, he teaches consumer-oriented financial planning courses to employees of Fortune 500 companies as well as government and non-profit organizations and school districts across the greater New York metropolitan area. Michael also co-hosts Smart Money Radio, a weekly program on 600 WICC, covering key financial topics in a way that is both informative and engaging. His dedication to life-long learning extends to his own professional development. In addition to earning the CFP® designation, Michael is a Chartered Financial Consultant® (ChFC®), gaining in-depth knowledge of the key financial planning disciplines including insurance, income taxation, retirement planning, investments and estate planning. He is also a Chartered Life Underwriter® (CLU®), the world’s most respected designation to meet the insurance needs of individuals, business owners and professional clients. In addition, he hods designations of Chartered Advisor in Philanthropy® (CAP®) and a Chartered Advisor for Senior Living® (CASL®) which prepares financial advisors to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. A key focus of Michael’s is working with families who have dependents with special needs. He is a designated Special Needs Planner, having completed extensive training and continuing education to help families through the maze of legal and financial complexities surrounding planning for the future of dependents with special needs. He integrates special needs planning strategies into each family’s overall financial plan to a help assure that the needs of all the family members are being addressed. As a result of his work, Michael has been named to MetLife’s Americas Council as well as the Platinum and Leaders Sales Conferences which recognize the top tiers of financial services representatives in the firm. He is a lifetime member of MetLife’s prestigious President’s Conference. Michael is a board member of the Kennedy Center, an educational and support system for families and their children with disabilities. He also serves as Treasurer and Chair of the Finance Committee of Foundation for Life, whose mission is to improve the quality of life for the people and families through actions that promote change and deepen connections within the community. Michael has an undergraduate degree in political science from the University of Washington and a master’s in economics from San Francisco State University. He and his wife Diana R. Paulin, an associate professor of English and American Studies at Trinity College, live in Stratford, Connecticut with their children Micaela Anne and Domenic.