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Director of Planning
Michael specializes in building financial plans, asset allocation portfolios, and recommended financial solutions for business owners, professionals, senior-level executives, and retirees for Lighthouse Financial Consultants. Michael has completed the Education, Examination, Experience, and Ethical requirements of the Certified Financial Planner Board of Standards Inc. and has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner certification.
Michael is a graduate of the College of St. Rose, where he received a B.S. in Business Administration & Finance. Michael’s financial services career began at a Goldman Sachs subsidiary, The Ayco Company. From there he opened his own Independent Financial Services office in Northfield, NJ. Prior to joining Lighthouse Planning Consultants, he was the Director of Platforms and Implementation at Hanlon Investment Management.
Michael resides in South Jersey with his family. His charitable endeavors include sitting on the board of South Jersey Field of Dreams.
Lighthouse Planning Consultants is a marketing name for registered representatives of Lincoln Financial Advisors. Michael maintains the CFP certification and only provides administrative services to LFA financial planners and professionals. While he is licensed as a registered representative of LFA, he acts in an administrative capacity and is not able to offer brokerage, investment advisory, or financial planning services directly to an LFA client.
- Sitting on the Board of South Jersey Field of Dreams
- B.A., College of St. Rose