"We help our clients execute a thoughtful plan with solutions aimed at meeting and exceeding their definition of success."

Michael (Mike) is a Partner and Senior Wealth Advisor, with over 25 years’ experience in the wealth management industry.

Along with everyone at Coastal Bridge Advisors, Mike strives to make things easy for the clients. He says, “we aim to simplify complex solutions and present them in straightforward terms so our clients can understand their options.”

“We prioritize building relationships so we can offer advice driven by each client’s unique goals.  We then support implementation of a tailored plan, recommending and coordinating solutions meant to pursue the client’s objectives.”

During his years as an Advisor, Mike’s gathered some powerful wisdom that he lives by, including, “Wealth doesn’t create happiness, but it affords opportunities and options” and “Save… not just for the rainy days, but for the sunny days.”

He is an Investment Adviser Representative (IAR) with an extensive list of credentials including Certified Financial Planner™ professional (CFP®), Chartered Retirement Planning Counselor℠ (CRPC®) and member of both the National and Fairfield County Financial Planning Associations. Mike also holds his Connecticut Insurance license and is a Series 66 licensed professional.

He lives in Milford with his wife and two children and in his spare time enjoys traveling, photography, reading and spending time with family, especially at Disney World.