Michael C. Pontillo
Helping people achieve their financial goals and to understand today's increasingly complex financial environment are the biggest reasons why Mike enjoys working with his clients . He believes that the key to any strong relationship with a client is trust; Mike has said “my clients best interest is always at the forefront of my recommendation.” Each of his clients needs are individually addressed and not done with a “one size fits all approach.”
He earned a Bachelor of Science in Finance from Iona College. Mike is qualified as a Certified College Planning Specialist (CCPS) and holds this designation from the National Institute of Certified College Planners. He is currently working towards obtaining the Certified Financial Planner designation.
Mike is a general securities representative and holds licenses to offer Life, Health and Variable Insurance Contracts.