"We help our clients execute a thoughtful plan with solutions aimed at meeting and exceeding their definition of success."
Partner / Advisor / Director of Planning, CRPC®, CFP®
Michael (Mike) is a Partner, Advisor and Director of Planning for Coastal Bridge Advisors, with over 20 years’ experience in the wealth management industry. As Director of Planning, he is responsible for leading the firms’ customized financial planning efforts.
Along with everyone at Coastal Bridge Advisors, Mike strives to make things easy for the clients. He says, “We try to ‘Uncomplicate It’, making it look easy and effortless from the client perspective, by taking the best solution, complicated though it may be, and presenting it in a way that our clients can easily understand.
“We take a personal interest in helping our clients accomplish their objectives. We spend time listening to them to gain an understanding of their goals, opportunities for success, challenges and needs. We then help them execute a thoughtful plan with solutions aimed at exceeding their expectations.”
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 Disneyland.
INSIGHTS AND PERSPECTIVES
- Is it time to leave your current advisor?
- Why does planning precede asset allocation and manager selection when constructing a client portfolio?
- How does my advisor address my responsibilities to my family?
- How can client service bring transparency and order to your financial life?
- What can go wrong when insurance policies are not regularly reviewed?
- How can you and your family prepare for the future?
- Mitigating Risk: Is it risky business?