Michael C. Dayoub
ALPHA FINANCIAL MANAGEMENT
Savannah, GA 31406-3631
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CRD#: 5561334
Professional summary
Michael Christopher Dayoub, CFP® is a registered financial advisor currently at ALPHA FINANCIAL MANAGEMENT, INC. located in Savannah, Georgia.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 2 firms and has passed the Series 65 exam.
Biography
It's important to me to find out what is important to you and to find the most cost-effective way to help you achieve your financial goals.
My tax preparation background helps consider the tax impact of investment decisions.
At Alpha Financial Management, we act as CFO for successful clients and families, provide wealth building services for younger clients, and provide a Second Opinion thorough no-cost portfolio analysis for those considering our services.
Question & Answer
What are your service offerings?
Education Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Insurance Planning
Retirement Planning
Do you have an area of expertise or specialization?
College/Education Planning
Insurance Related Issues
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CEO, MAINTAINING EXACT PRODUCTS INC, ONGOING EFFORT TO FIND LICENSEES OF TECHNOLOGY. NOT INVESTMENT RELATED.
EXACT PRODUCTS INC.
2625 BETHANY CREEK CT.
MILTON, GA 30004
CRS (Client Relationship Summary) - RIA
Click below to view Michael Christopher Dayoub's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
May 21, 2014 - Present
ALPHA FINANCIAL MANAGEMENT, INC.
Office #1: 7505 Waters Avenue Suite E-1, Savannah, GA 31406-3631RIA
CRD#: 125800
Savannah, GA
Past
August 4, 2008 - December 31, 2014
UNION HILL FINANCIAL PLANNING
RIA
CRD#: 147778
MILTON, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(5/21/2014)
IAR
South Carolina(1/3/2019)
IAR
Texas(3/2/2022)
Current Firm
ALPHA FINANCIAL MANAGEMENT, INC.
ALPHA FINANCIAL MANAGEMENT, INC.
CRD#: 125800 / SEC#: 801-68426
RIA
Registered Investment Advisory firm - (5/18/2009 Terminated)Georgia
Registered Investment Advisory firm - (5/14/2009 Approved)Louisiana
Registered Investment Advisory firm - (2/24/2025 Approved)South Carolina
Registered Investment Advisory firm - (1/2/2019 Approved)Texas
Registered Investment Advisory firm - (3/2/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7505 Waters Avenue Suite E-1, Savannah, GA 31406-3631
Mailing Address
Phone number
(912) 353-9343
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 387 |
| AUM (Assets Under Management) | $ 91,607,163 |
Red Flags
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Company Information
ALPHA FINANCIAL MANAGEMENT, INC.
CRD#: 125800Savannah, GA 31406-3631TRUST BUT VERIFY
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Contact information
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