Member profile

BACKGROUND: Michael has been in the financial services industry since 1986. He helps those who are planning for retirement and business owners looking to maximize tax efficiencies for their operations. He focuses on offering financial confidence through goals and objectives while reviewing tax efficient strategies for cash management, protection, growth, asset management, and legacy planning. He is able to draw upon the 30+ years of experience as a CPA, institutional trader, and financial professional to provide appropriate choices for clients based upon their goals and objectives. Michael values honesty, integrity, and hard work. Michael specializes in in holistic financial review implementing strategies to build and protect resources in a tax efficient manner. EDUCATION & CREDENTIALS: Michael is a member of the New Hyde Park Chamber of Commerce, New York State Society of CPAs, and American Institute of Certified Public Accountants. He holds his FINRA Series 6, 7, 63 and 66 securities registrations as well as his Life, Accident, Health, Variable Annuity, and Property and Causality Licenses. He earned a degree in Public Accounting from Hofstra University.