Michael Moffa , AIF®, AWMA®, CRPC®, CEPA®
President | Private Wealth Advisor
Michael is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
He leads a team of professionals who serve clients experiencing major life changes, such as women in transition, family stewards, or thriving retirees. Michael and his team also assist business owners with succession planning and employee retirement plans. Whatever their particular needs, all of Michael’s clients share a common goal: to help protect and grow their assets.
As a financial professional who can offer investment and insurance products and services, Michael has earned his Accredited Investment Fiduciary (AIF), Accredited Wealth Management Advisor (AWMA), and Chartered Retirement Planning Counselor (CRPC) designations. He also has been published or quoted in The Wall Street Journal and Forbes. Michael worked as a computer network engineer before transitioning to the financial services industry in 2005.
Michael is a dedicated husband and father to his two sons and daughter. He was born and raised in New York City, where he lived the majority of his life, attending school and conducting research analysis.
In his free time, Michael enjoys playing sports and the occasional round of golf, instructing mixed martial arts classes, and global travel.