Designations and Licenses

Michael is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Wealth Strategist®.

Experience and Education

Michael provides personalized wealth management solutions for high-net-worth individuals, families, business owners, and entrepreneurs. He also provides integrated planning and investment strategies, including tax and estate planning, risk management and retirement planning, to help grow and protect clients’ wealth.

Prior to joining the firm, he was a managing director with Apexium Financial LP. He joined Apexium from First American Trust where he was a vice president, wealth management advisor. Prior to First American Trust, he spent more than a decade with Charles Schwab as a vice president, financial consultant delivering investment advice and formulating comprehensive wealth plans for high-net-worth individuals, families, and business owners.

Michael holds a bachelor’s degree in finance and economics from Fairleigh Dickinson University.

Personal Interests

Away from the office, Michael enjoys spending time with family, cooking, home improvement projects 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.