Mike and his team help families and individuals, reach their long-term financial goals. Together, he will work with you to understand your individual situation, help you identify your goals, analyze your current course of action, develop a game plan, assist in implementing your plan and monitor your progress throughout the years. This planning-oriented and consultative approach allows Mike to address the wide-ranging and various needs of his clients.
Whether it is retirement planning, investment management, education funding or risk management through insurance, his customized approach is designed to help clients find appropriate strategies to set them on the
path to financial freedom. The expectation is that client relationships will last for years and decades to come as he helps clients navigate through career changes, marriage, children, inheritances, retirement, and legacy
planning.
Mike completed his undergraduate education at Rutgers University in 2004. He has been with Equitable Advisors for over a decade and became a CERTIFIED FINANCIAL PLANNER® practitioner in 2024. As a fee-based CFP® practitioner he has a fiduciary responsibility to put his client's best interest first. Prior to joining Equitable Advisors, Mike began his career representing the retail food distribution industry before state lawmakers in the State Capitol. In that role he was a key member of the government
affairs program focusing on state regulatory and financial issues facing the industry. He has also worked in the healthcare industry representing his previous firm’s metabolic, gastrointestinal and sleep disorder divisions before thought leaders in major New York City hospitals and healthcare
institutions.
On a personal note, Mike enjoys dinning out, spending time with his family and playing guitar in multiple bands on the weekends.
Mike and his team are here to help create a financial foundation that will give you confidence through every stage of life. If you are ready to get serious about your personal finances, feel free to reach out to Mike
directly.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. AGE-7458882.2 (Exp. 12/2028)