FiPath Appoints Michael Turgeon Managing Director of Advisor Services

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Turgeon to Help Develop Partnerships to Grow the FiPath for Advisors™ Business

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The appointment of Michael Turgeon as Managing Director of Advisor Services for FiPath ( was announced today by Peter Velardi, CFP®, President and Chief Operating Officer. In this role, Mr. Turgeon will be responsible for the establishment of enterprise sales and marketing initiatives for FiPath for Advisors™, the first independent, total online marketing solution for financial advisors, a service of FiPath.

Mr. Turgeon has served in senior leadership roles with American Century Investments, a privately controlled and independent investment management firm, where he helped expand their mutual fund and retirement plan business within the brokerage firm arena. Prior to this he was Senior Vice President and National Sales Manager, Strategic Markets, for Phoenix Investment Partners, Ltd. (PXP), a provider of investment advisory services. Early in his career he was a financial advisor with Morgan Stanley (then Dean Witter), and began his career with Merrill Lynch.

“We’re extremely fortunate to have recruited an experienced professional like Michael Turgeon to our fast moving start up environment,” Mr. Velardi said. “Michael has led business development, sales, and marketing efforts within the financial services industry with asset managers, and national, regional, and independent financial planning firms. His industry acumen, professional relationships, and innovation, together with a proven ability to bring parties together to negotiate mutually beneficial partnerships, will serve us well as we continue to grow this business.”

A graduate of Keene State College in New Hampshire, Mr. Turgeon has attended executive programs at Harvard and the Wharton School. He has also served on numerous committees with financial services associations, including the ICI and FPA.

“Connecting with quality potential clients is becoming increasingly difficult for financial advisors,” Mr. Turgeon said. “Our unique offering is designed for institutions of all sizes as an outsourced marketing solution that works as an extension of in-house programs. We do this by connecting them to our rapidly growing consumer community, sharing industry-best practices for online marketing and client acquisition, and through automated marketing services. Our goal is to match organizations with quality clients looking for financial guidance, and helping them do this at much lower acquisition costs,” he said.

About FiPath
FiPath is the only independent site that provides free online financial education and collaboration for consumers to take control of their financial future, including unbiased content, easy-to-use analytical tools, peer-to-peer connections, and expert top tier resources like Morningstar, E-Trade, Schwab, and ING. FiPath offers something for all types of consumers, from the do-it-yourselfer, to those who prefer connecting with a financial advisor in the FiPath network. For more information, go to The FiPath Express Rollover Center™ gives people the ability to quickly and easily sort through multiple rollover options to determine the best match for them. For more information go to To learn more about FiPath for Advisors™, go to

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