Michael J. Zambelli Jr.

CFP®, AIF®

Director of Participant Services & Senior Consultant

EXPERIENCE

Mike has been in the financial services industry for 16 years, working in a variety of roles with both corporate and individual clients. As the Director of Participant Services, Mike is responsible for ensuring participants are comfortable with all aspects of their retirement plan. As a Senior Consultant, his responsibilities include strategic planning and creating best-fit solutions for individual and institutional clients, in areas of retirement planning, executive benefits, insurance analysis, charitable giving programs, and personal and institutional wealth management. Mike effectively works through a prudent investment process to ensure that the highest level of fiduciary standards and insulation is met. He has a well-informed process to ensure positive outcomes and his client-centric approach allows him to create sound solutions for highly complex financial situations. Mike received a B.S. in Business Administration from Kutztown University.