Michael Gandet, BFA™
Michael Gandet is currently a managing member of Oak Tree Financial Group. With over 25 years’ experience in the financial services industry, Mike has spent time on both the adviser and corporate side of business, which puts him in the unique position of having a vast breadth of knowledge and inner workings of this industry.
He has been advising clients guiding them to achieve their financial goals since 1992. Mike also has experience in many areas of running a broker-dealer. As Executive Vice President of CJM Planning Corp his duties included compliance, sales management and overseeing day to day operations of the firm. There, Michael successfully lead the acquisition of CJM Planning Corp by Genworth. As a Vice President at Genworth, he spent time in several lead roles including membership on the Board of Directors for Genworth Financial Securities Corp and Genworth Financial Advisory Corp. He was the department head for the advisory team and recruiting team and was also responsible for developing the short-long term growth strategy for the company. He was interim Chairman of the Investment Committee for Genworth as well, overseeing $2.5 billion in client assets. Michael also is currently a registered tax preparer and has been preparing individual and small business tax returns for over 26 years.
Michael left the corporate side of the business in 2012 and has a renewed focus on helping clients meet their financial objectives especially during these challenging times. With his partners, they are looking to create a thoughtful client experience in helping clients navigate through their ongoing challenges.
Michael holds a BS degree in Business Administration with a concentration in accounting from Montclair State University. He currently holds series 6,7,24,63, & 66 and life and variable life insurance licenses. He also holds his BFA accreditation - Behavioral Financial Advisor.