Mike began working for Raymond James in 2012 and joined the Princeton Wealth Advisors team in 2019. A graduate of the Pennsylvania State University, he is a Certified Financial Planner™ professional, Wealth Management Specialist™, Certified Plan Fiduciary Advisor (CPFA) and holds his Series 7, 9, 10 and 66 securities licenses. Mike’s expertise in goal-oriented financial planning is key in supporting clients. His previous experience as a financial planning consultant enables Mike to help provide clients with the solutions they need to a wide range of planning-related questions and life events. In his spare time, Mike enjoys running, traveling to new places, and skiing or snowboarding when he has a chance.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.