Michael Carbone

Financial Advisor

Michael joined Larry Eppolito as a financial consultant for Wells Fargo Advisors in 2016, and moved to Eppolito Financial Strategies with the team in 2017.

Michael is a CERTIFIED FINANCIAL PLANNER (CFP®) professional with a focus on retirement income planning and long-term investment strategies.

Michael has collaborated with Larry, and has taken the lead in many instances, to improve the proprietary planning models used by the practice. He believes that the surest way to offer superior service is to constantly evolve and challenge the status quo.

Michael also helps clients with their employee benefit, college and insurance planning needs. In addition, he supports the practice with financial research and analysis, and business development.

Prior to joining Larry in his practice, Michael was a financial representative and planning consultant at Fidelity Investments, helping Fidelity’s clients with their financial planning and investment needs.

Michael earned a master’s degree in finance (MSF) from the D’Amore-McKim School of Business at Northeastern University and a bachelor’s degree in business management from Westfield State University. He is also a Chartered Financial Analyst (CFA) Level II Candidate.

Originally from Franklin, Massachusetts, Michael lives in Lowell. In his free time, he enjoys traveling, hiking, skiing, golfing and spending time with his girlfriend, Corinne, family, friends, and his chocolate lab, Grizzly.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.