Michael’s main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios.
CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy®, Accredited Investment Fiduciary®, NAPFA Diversity Equity and Inclusion(DEI) Certified
Pace University, B.A., Business Administration
New York University, Certificate in Financial Planning
Serves in a leadership capability for the National Association of Personal Financial Advisors (NAPFA)
New Jersey Metro Multiple Sclerosis Society Board of Trustees