Michael J. Limas, Financial Consultant, as an Equitable Advisors financial consultant and active member in the South Texas community Mr. Limas is dedicated to helping individuals and their families build their financial futures.
With experience dating back to 2007, Mr. Limas works with local business owners and professionals to develop customized strategies in the areas of retirement, investment and insurance planning. In addition he works with many pension eligible employees structuring pension benefits and managing employer sponsored retirement plans (401(k), 403(b), 457, TSP) Rather than just recommend an assortment of unrelated products, Mr. Limas first considers his clients specific financial goals, time horizons and investment objectives. Working together he can implement those strategies and help his clients achieve their goals.
Mr. Limas is a graduate of The University of Texas at San Antonio, and holds a dual bachelor degree in Finance and Accounting. Mr. Limas has received both securities and investment advisory licenses during his tenure with Equitable Advisors. Mr. Limas attended a program at the prestigious Wharton School of Business at The University of Pennsylvania after which he was awarded the title of Retirement Planning Specialist by Equitable Advisors. In addition, Mr. Limas was selected from a group of over 5,000 advisors to attend the distinguished Equitable Institute at Harvard University in 2012 where he learned, and now shares, advanced techniques in wealth management and asset allocation. Lastly, Mr. Limas has received his certificate in financial planning from Schweser-Kaplan University, by completing this two year long certification process Mr. Limas will now able sit for the CERTIFIED FINANCIAL PLANNER examination, which he intends on challenging in 2018.
In 2012, Mr. Limas was promoted to Regional Vice President a position he held until 2016, he lead and mentored a group of half a dozen financial planners. The advisors in his group represented some of the most passionate, hardest working financial professionals in the business. Michael was proud to be a part of the leadership team that attained the recognition of being the #1 Equitable branch in the country for three consecutive years.
Mr. Limas stays active in the community and devotes time as a board of director for multiple organizations in his hometown of Brownsville. He currently sits on the board of Leadership Brownsville, Brownsville PUB Consumer Advisory board and Brownsville Chamber of Commerce. A proud South Texas native, Mr. Limas enjoys the outdoors and in his free time he loves to travel and experience other cultures.