About Michael

As Managing Partner at Heritage Harbor Financial Associates, Michael is both diligent in his practice and committed to the profession. With 30 years of experience in Financial Services, his holistic planning approach focuses on big picture goals and values. He works with his clients helping them to build wealth, manage expenses, protect their families and businesses, plan for income in retirement, and determine how to pass wealth onto the next generation, all in a tax efficient manner. As a Certified Financial Planner®​, Michael's fiduciary responsibility to his clients' needs and best interest are of paramount importance. 

Prior to joining Heritage Harbor, Michael held various leadership positions in the industry, including Vice President, Senior Partner, and Managing Director. At each of his previous firms he was tasked with the responsibility of leading a team of financial professionals. This included attracting, developing, and training a new generation of successful financial advisors.

Michael obtained a B.A. from Binghamton University and an MBA from Baruch College and has served as an adjunct professor teaching advanced finance at Molloy College. In addition to the prestigious CFP®​ designation, Michael holds several industry designations and has been a featured speaker at many corporate events.

Michael is a sports enthusiast and still plays competitive softball. He was born and raised on Long Island where he currently resides with his wife Rochelle.