,CFP®, CAP®, AIF®
Michael has decades of experience in the financial services industry and in wealth management. He has a particular interest in helping families who are busy accumulating their wealth to grow, maintain and preserve their assets for the benefit of current and future generations. Michael believes that clear communication and a solid partnership with all involved are essential to helping his clients and their heirs understand and trust the strategies and planning required to help them achieve their financial goals and ultimately attain peace of mind.
What do you value most in your client relationships?
The trust they have in us. We strive to make certain our clients understand that we are not stockbrokers. Rather, we are fiduciary financial planners who provide valuable services to help coordinate their financial lives while always keeping their best interests in mind. As an industry, we need to overcome the stigma inherent in financial services and it takes a lot to gain someone’s trust. We work hard at doing this, and when we form an ongoing relationship, the trust becomes greater.
What sparked your interest in financial planning?
My parents were dealing with a broker who was not treating them well. It was very cookie cutter and you can tell he was just dialing it in. He would send a birthday card every year, but he would never proactively reach out otherwise unless he was trying to sell them something else. The birthday card was so insincere.
What do you enjoy most about working at Modera?
The culture. I enjoy coming to work every day, collaborating with colleagues and helping solve client issues.
When you retire you’re going to…?
I left Wall Street almost 20 years ago because I did not want to retire in the traditional manner. I wanted a career that I continue beyond the typical retirement age and still provide value. Financial Planning is fulfilling that desire. I’ll continue to do it as long as I can contribute meaningful advice.
CERTIFIED FINANCIAL PLANNER®, Chartered Advisor in Philanthropy®, Accredited Investment Fiduciary®, NAPFA Diversity Equity and Inclusion (DEI) Certified
Pace University, B.A., Business Administration
New York University, Certificate in Financial Planning
Serves in a leadership capability for the National Association of Personal Financial Advisors (NAPFA)
New Jersey Metro Multiple Sclerosis Society Board of Trustees
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