Advice Built on experience
With over 20 years of experience, Michael built his practice helping clients with their financial planning and investment needs. During his career, Michael has witnessed both the private and institutional sides of the financial industry, enabling him to bring valuable market insights to his practice. Additionally, this experience helps him to have a strong understanding of the firm and how to use the resources to benefit his clients. He has formalized his experience by completing the rigorous certification process and achieving the designation of Certified Financial Planner®. Michael has also been named to the UBS Portfolio Management Program (PMP), which allows UBS advisors to act as a discretionary investment manager.
Throughout his career, Michael has worked with affluent individuals and their families to plan for a more secure future. These clients include business owners, professionals, and corporate executives. By helping clients to clearly identify their goals, he works to create a financial plan and investment strategy to meet that purpose. As a CFP®, Michael possesses knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. Michael focuses on investment and risk management, income generation and income maximization strategies, insurance needs, and wealth transfer strategies.
Michael is a board member and past president of the Rotary Club of Fanwood-Scotch Plains. He is also a board member of the Dance Innovation Performance Foundation.
Michael is the proud father of two sons. In his spare time he enjoys boating and he is a certified Yoga Instructor.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Westfield, NJ |
- Present |
AG Edwards and Sons, Inc. |
Financial Consultant |
Short Hills, NJ |
- |
Axiom Capital Management, Inc. |
Senior Associate |
New York, NY |
- |
PaineWebber |
Financial Advisor |
New York, NY |
- |
Education
- B.S. Business Management, Fairleigh Dickinson University, 1997 cum laude
Licenses
- State of New Jersey, Life and Health Insurance licensed
- Series 3, 6, 7, 31, 63, 65
Personal & Community
- Board of Advisors - Fairleigh Dickinson University - International School of Hospitality and Tourism Management
- Member of the Gateway Chamber of Commerce, Union County NJ
- Member of the National Society of Arts and Letters - New Jersey Chapter
- Member of the Fanwood - Scotch Plains Rotary
Registered States:
CA, CO, CT, DE, FL, MA, MI, NH, NJ, NY, PA