user avatar

Michael Furla

Advisor at ORBA Wealth Advisors, LLC

Updated today
ORBA Wealth Advisors, LLC logo

Firm

ORBA Wealth Advisors, LLC

Location

Chicago, IL 60611-5313

Credentials

CFP®, CFA®, Series 63

Industry experience

7 years

About

Michael Furla is a CFP® and CFA® with seven years of industry experience. He is currently with Citrin Cooperman Wealth Management, LLC and has previously worked at firms including The Mather Group LLC, Morningstar, and S&P Global Ratings. Outside of his advisory role, he serves as a technology consultant for DPC Data Inc., focusing on municipal bond information and disclosures. Citrin Cooperman Wealth Management serves high-net-worth individuals, trusts, family entities, pension and profit-sharing plans, and charitable organizations. The firm offers investment management, financial planning, and consolidated reporting, emphasizing diversified strategies and a significant portion of non-discretionary asset management.

Client services

Based on ORBA Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on ORBA Wealth Advisors, LLC

Wealth management Retirement income strategy General estate planning guidance Tax strategies for small businesses

Occupation focus

Based on ORBA Wealth Advisors, LLC

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,000 - $3,000,000: 1.25% $3,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.85% $10,000,000+: Negotiable

Commissions

Certain management persons are registered representatives of broker-dealer and receive commissions on securities sales, but commissions are not primary compensation.

Other

Account minimum: $1,000,000 Minimum fee: Additional fixed fees for financial planning projects generally range between $500 and $25,000 Fee-only: Financial planning services included free with investment advisory services; additional fixed fees for complex planning projects ranging from $500 to $25,000

Location

455 N. Cityfront Plaza Drive, Suite 1610

Chicago, IL 60611-5313

Most active in

Illinois · Texas

Work history

Citrin Cooperman Wealth Management LLC

2025 - Present (1 year)

LPL Financial, llc

2025 - 2025 (1 year)

ORBA Wealth Advisors, LLC

2025 - 2025 (1 year)

Bond Data LLC

2024 - 2025 (1 year)

The Mather Group LLC

2017 - 2024 (7 years)

Morningstar

2016 - 2017 (1 year)

S&P Global Ratings

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
user avatar

Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

College savings (529s, UTMA, etc.) Equity compensation tax strategy Options & derivatives strategies Executive
user avatar

Brian W

Series 65

Chicago, IL

Bright Lantern Financial LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning

Brett W

CFP®

Brookfield, IL

Wysopal Wealth

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
user avatar

Michael C

Series 65

Chicago, IL

MJC Financial Fitness LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Nauman B

Series 65

Chicago, IL

Old Forge Advisors

Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")