Michael Garzi, CFP^®

Designations and licenses

Michael is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Michael provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Michael was a client service associate at Forté Capital LLC. He was responsible for building and managing client relationships, assisting with growth stock and value stock strategies and was a lead growth and equity trader.

Michael has a Bachelor of Arts degree in political science from Colgate University and an MBA from Southern New Hampshire University.

Personal interests

Away from the office, Michael enjoys weightlifting, coaching his son’s soccer team and golfing.

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.