Michael Calabrese is a wealth management advisor who has provided investment and insurance planning for his clients since 2005. Much of his experience has been focused on portfolio allocation and investment management techniques. Michael believes that successful financial outcomes are the result of partnering together to plan for the road ahead. He believes each client’s situation is unique and that the most appropriate solution is one that the client understands and believes in.
A graduate with degrees in Finance (MS) from the Johns Hopkins Carey Business School and Marketing (BS) from the University of Rhode Island. Michael earned the CFP designation in 2015 and has extensive schooling in statistics, wealth management, and portfolio management. Michael holds his Series 6, 7, 24, 63, and 66 as well as his life and health insurance licenses.
A resident of Riverside, where he lives with his wife Erin and their three boys. When he is not working or spending time with his family, he enjoys kayaking and bocce and is a member of the Elmwood Park Bocce League.