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Michael W. Osgood, CFP, CPA/PFS

Michael W. Osgood, CFP, CPA/PFS

Principal

Michael Osgood has over 25 years of personal financial planning experience and holds the professional designations of Certified Financial Planner, Certified Public Accountant, and Personal Financial Specialist. Mr. Osgood was formerly a Senior Manager with the international accounting firm PricewaterhouseCoopers, where he led the Houston office's Personal Financial Services group in providing services to high net worth individuals, as well as top corporate executives with companies such as ExxonMobil, Shell, BP, Chevron, Marathon Oil, Dell Computer and Compaq.

Prior to his position with PricewaterhouseCoopers, Mr. Osgood was employed with the accounting firm KPMG Peat Marwick, where as a member of the Personal Financial Planning group he served as engagement manager for a variety of high net worth and corporate executive clients.

Mr. Osgood is a member of the AICPA and the Houston Estate & Financial Forum, and frequently hosts financial and investment planning seminars for corporate, church & civic groups. He has been quoted in the Houston Business Journal and the Houston Chronicle, and has given radio presentations on various financial planning subjects.

Mr. Osgood graduated from the University of Houston with a BBA in Accounting, with the distinction of magna cum laude.