Financial Risk Management Strategies to Keep Your Wealth Safe
Financial risk management helps you stay in control of your money when life becomes uncertain. You protect your wealth more effectively when you understand how [Read More]
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Michael Petruska is a dedicated realtor affiliated with Keller Williams at the Chestnut Hill office in Newton, Massachusetts, working throughout the Boston MetroWest region. Keller Williams, headquartered in Austin, Texas, stands as the largest real estate franchise in the world by agent count, operating over 1,000 market center offices and having more than 162,000 agents affiliated with the brand. In the United States, the franchise leads the industry in both sales volume and units.
Before moving into real estate, he built a successful career in financial advising. That experience included managing a large client base and eventually stepping into leadership roles where he coached others to grow their advisory practices. He brings that financial expertise, strategic insight, and a consistent client-first mindset into his current work in real estate. His current focus is on helping individuals and families buy and sell homes, maintain long-term relationships, and develop property portfolios that align with their goals.
Michael began his professional journey with Equitable Life Insurance, where he worked as a Financial Advisor. In this role, he helped clients—both individuals and business owners—create tailored strategies for long-term wealth building and financial protection. Over time, he managed over 1,500 client households, overseeing assets exceeding $170 million.
His work involved guiding clients on investment planning, evaluating opportunities, and offering recommendations that matched their financial goals. He also supported families and businesses in creating personalized plans for wealth preservation and growth.
Part of his responsibilities included conducting in-depth financial planning, researching investment products, and executing transactions to meet client needs. He regularly led seminars and in-person financial literacy sessions, aiming to empower more people with a solid understanding of their financial decisions.
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Financial risk management helps you stay in control of your money when life becomes uncertain. You protect your wealth more effectively when you understand how [Read More]
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