Two Albany Financial Advisors Featured on Forbes Top 50 Financial Security Professionals List

Photo by Shayla Colon


Michael Testa, Senior Financial Advisor at Tailored Wealth Solutions, is one of two locals to make Forbes’ list of 2021’s Top 50 Financial Security Professionals.provided by Tailored Wealth Solutions

ALBANY — Two local advisers are on Forbes’ list of Top 50 Financial Security Professionals for 2021. The list includes financial specialists who are also licensed to sell insurance.

William Newman, founder and private wealth adviser of Northwestern Mutual in Albany, was ranked number 46 for overseeing a total value of $715 million in client policies.

Michael Testa was listed at number 49. The dual owner and financial adviser to Tailored Wealth Solutions was recorded as managing approximately $415 million in policies.

Forbes and SHOOK Research compiled the list of insurance professionals based on an algorithm, datasets, and phone and in-person interviews. The top 50 financial security professionals together manage more than $24 billion in client policies, Forbes noted.

“It was my first recce with Forbes,” Testa said. “Every day we receive compliments from our customers, but the fact that an industry leader like Forbes sees the value we create for our customers shows that we are continuing on the right track. done…it’s great!”

Sarah J. Greer