Michael Coelho

Michael Coelho, CFP®, is an Associate at Henssler Financial in Kennesaw, GA, where he develops customized financial plans for individual clients, managing their accounts and providing strategic advisory services tailored to long-term goals and asset sustainability. His primary responsibilities include day-to-day account management, in-depth data analysis, and recommendations aligned with Henssler’s investment criteria, with a strong focus on retirement planning, money management, insurance planning, and estate planning.

Mr. Coelho has nearly a decade of experience in financial services, specializing in personal wealth management and investment strategies across cash management, taxable and tax-advantaged investment products, and retirement portfolios. Before joining Henssler Financial in 2024, he was an Associate Advisor at American Financial Advisors, LLC, advising clients on investment management, retirement planning, and tax strategies, and held a leadership role at Charles Schwab, where he supported institutional clients, family offices, and registered investment advisers.

He holds a Bachelor of Science in Business Administration from William Carey University and a Financial Planning Certificate from Boston University, and is a CERTIFIED FINANCIAL PLANNER™ professional. He is recognized for excellence in client service, having been named to the 2024 Atlanta Five Star Wealth Managers list, and is a member of the Financial Planning Association.