About Michael

Michael brings more than 20 years of licensed financial services industry experience to his role as a financial advisor. A self-starter by nature, his passion for educating others and helping them take control of their personal finances is what he enjoys most about his career.

Since 2003, Michael has helped hundreds of telecom employees transition into retirement. He has vast experience working on a national level, educating employees on the specifics of how their pension and savings plan work. Helping telecom employees has been Michael's focus and has given him a full understanding of their retirement, pension and saving plan benefits, as well as how to plan for surplus offers when they happen.

Michael grew up in South Jersey, resided in Florida for several years, and today lives in center city Philadelphia with his wife Alissa, who is a Philadelphia school teacher.

I'm not retiring for several years.

But I would like assistance with my cash/flow, savings, 401k and debt management.

I want to start planning for retirement.

Learn more about the pro/cons of my pension options, retirement distribution options, analyze an EISP offer, and understand the process of separating from the phone company.

I already retired from the Bell System

Understand some of the legacy telecom benefits. I have questions on Social Security and Medicare. I have questions about my retiree group benefits.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck