Michael J. Zambelli Jr.

CFP®, AIF®

Director of Participant Services & Senior Consultant

EXPERIENCE

Mike has been in the financial services industry for over 20 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 follows a prudent investment process with a focus on the highest level of fiduciary standards and insulation. 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.