Michael Marchio, Cfp®, Chfc® Email & Phone Number

New Hartford, NY, US

New Hartford, New York, United States

New Hartford, New York, United States

New Hartford, NY

Assist individuals with any and all of their financial planning needs. Became a full-time advisor in June 2019 and throughout COVID, learned how to create a national practice through creative planning and building a digital presence.Greater Utica Chamber MemberNew Hartford Chamber Member

In addition to running my financial practice, I will be serving as the College Unit DirectorThe College Unit Director oversees the internship program at the office level and is responsible for the development, recruiting, and training of interns at the local office level.

New Hartford, NY

Launched Toast Tees in January 2013Custom Apparel, promotional products, signs, and more!Had a retail location from 2015 to 2016Member of the Mohawk Valley Chamber of CommerceThe business helped launched by the Young Entrepreneur AcademySold Toast Tees to local competitor in January of 2020

Utica, New York Area

Served as Student Senator on the Student Government at Utica Student AssociationDrafted and voted on various bills and recommendations on behalf of the students.Rallied for safer facilities and better-lighted grounds to increase safety for all students, staff, and visitorsChaired the Food Committee which directly connected the leadership team of Sodexo.

New Hartford, NY

In May of 2017 I launched my career as a Financial Representative Intern with Northwestern Mutual. Initally I began the program as a resume filler and never thought that I would go on to become a full-time advisor and business owner as well as hit several major milestones: - December 2017 - Ranked #50 in the company internship program (out of 3,000.

New Hartford, NY

This was one of my first entrepreneurial ventures where I developed my own company at the age of 13 and grew to love being a business owner.

Utica, New York Area

As an orientation advisor I assisted the student activities office organize Freshman Orientation activities and programs for the incoming class. My duties included leading a team of fifteen students during two orientation sessions over the summer. In addition to this I created the bio pages for all of the other OA's and assisted the orientation directors.

Utica, New York Area

As a SUNY Polytechnic Institute student caller, I was tasked with contacting alumni of the school and verifying/updating their contact information, informing them of upcoming events and requesting the alumni to donate to the Annual Fund which supports Student Scholarships at the school.

Utica, New York Area

As the Alumni Database Assistant I am responsible for updating and managing all of the alumni profiles in the banner system at SUNY Poly. I manage roughly 25,000 alumni profiles and update their information in order to maintain accurate records for the Alumni Association. Additionally, I am the assistant to the Alumni Outreach Coordinator and assist them.

New Hartford, New York

At Munchie Men I began as a delivery driver for the company when Scott, the owner and my friend asked if I would like a job on the side. I started on their launch date in January of 2015 and instantly enjoyed the work and people. After a few weeks I noticed that there were some things in the company that I personally would have done differently so I asked.

Utica, NY

Certified Financial Planner (Cfp®)

Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering.

Chartered Financial Consultant (Chfc®)

Advanced financial planning for every person and every need: that’s the credo of the Chartered Financial Consultant® (ChFC®) designation..

Retirement Income Certified Professional (Ricp®)

HS 353 Retirement Income Process, Strategies and Solutions - COMPLETED 8/5/2021 HS 354 Sources of Retirement Income - IN PROGRESS TBD HS.

Bachelor’S Degree, Electrical And Computer Engineering, Business Administration

Activities and Societies: SUNY Poly Student Government at Utica IEEE (Student Chapter) Student Association Wildcats Care Poly Programming.

High School Diploma, General Studies, 92%

Activities and Societies: Electrathon Club, Alternative Energy Club, Students for Justice and EqualityServed As Treasurer of Student.