Strategies for Wealth
 




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Education and Training:
Baruch College - Bachelors in Business Administration with a Major in Finance Investments
Wagner College - Masters in Business Administration with a Major in Finance, graduated with Honors

Specialized Services Offered:
Investments
College Planning
Retirement Planning
Estate Planning
Group Benefits for Small Businesses
Life Insurance
Health Insurance
Disability Insurance
Long-Term Care

Community, Charitable or Professional Organizations/Associations:
President of Grasmere Homeowner's Association
International Association of Registered Financial Consultants

Designations:
CFP, Certified Financial Planner
CMFC, Chartered Mutual Fund Counselor
RFC, Registered Financial Consultant

Securities Licensed In:
New York, New Jersey, California, Florida, and Nevada

Personal Statement:
Michael was born in Brooklyn, and currently resides in Staten Island. He has been in the investment business for fifteen years, helping people in the NYC metro area achieve their financial goals.

Michael offers his clients a holistic and unique macro financial planning process. He works with accountants, lawyers, and insurance agents to coordinate strategies for you and your business.

URL:
http://www.strat4wealth.com/




 
 
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