Michael Mazzeo, CFP®, ChFC®, RICP®

Associate Wealth Advisor

Designations and licenses

Michael is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Consultant® and Retirement Income Certified Professional® designations.

Experience and education

Michael supports a wealth advisory team that provides clients with personalized wealth management to help them meet their needs and goals.

Prior to joining Mariner, Michael was a financial advisor at Dworetsky Financial and previously worked at Equitable Advisors.

Michael earned a Bachelor of Science in economics from the University of Delaware.

Personal interests

Away from the office, Michael enjoys golf, beach volleyball and travel.

Michael’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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