Michael joined Larry Eppolito in 2016. Prior to this, he worked for Fidelity Investments in their Framingham, MA Investor Center.
Michael believes that the surest way to offer quality service is to constantly evolve and challenge the status quo. He enjoys helping families navigate complicated financial issues e.g., managing investment portfolios to generate income in retirement, paying for College, etc. He believes it’s important to educate clients in a meaningful and effective way. He’s found that this often leads to more informed decision making, which may potentially lead to better outcomes for his clients.
Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst (CFA) Level III Candidate. He earned a master’s degree in finance (MSF) from Northeastern University and a bachelor’s degree in business management from Westfield State.
Originally from Franklin, Massachusetts, Michael lives in Lowell with his fiancé Corinne and Chocolate Lab, Grizzly. In his free time, he enjoys golfing, hiking, skiing, and spending time with his family and friends.
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.