Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa®

Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® Email and Phone Number

Managing Partner at Clear Path Private Wealth @
Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa®'s Location
Pleasantville, New York, United States, United States
Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa®'s Contact Details

Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® work email

Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® personal email

n/a

Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® phone numbers

About Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa®

I believe success should be measured not just by your financial well-being, but by how prepared you feel about your future. My mission is to deliver financial solutions tailored to your needs, built on a long-term relationship with a knowledgeable advisor. This focus helps you plan for your goals, helping you feel more confident about decisions regarding your financial future.As a member of a highly experienced and qualified team, I provide the attention and knowledge required to address the financial complexities that come with increasing wealth. With years of experience balancing growth and protection through financial planning and recommending financial solutions for clients facing similar challenges, I am committed to delivering the personalized service you need.Areas of Focus: Retirement Planning StrategiesRetirement Plan DistributionExecutive Compensation and Benefit StrategiesEmployee Stock OptionsWealth Preservation StrategiesDomestic Partner PlanningEstate Planning StrategiesInsuranceInvestmentsMichael Magnani CA Insurance #0F63934Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Clear Path Private Wealth, 427 Bedford Rd. Suite 310, Pleasantville, NY 10570, 914.747.5575. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa®'s Current Company Details
Clear Path Private Wealth

Clear Path Private Wealth

Managing Partner at Clear Path Private Wealth
Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® Work Experience Details
  • Clear Path Private Wealth
    Managing Partner
    Clear Path Private Wealth Jul 2018 - Present
    Pleasantville, Ny
    Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Clear Path Private Wealth. Clear Path Private Wealth427 Bedford Road, Suite 310Pleasantville, NY 10570914.747.5575
  • Yorktown Central School District
    Board Of Education Trustee
    Yorktown Central School District Sep 2006 - Present
    Volunteerappointed 9/2006, elected 5/2007, re-elected 5/2008, 5/2011, 5/2014, 5/2017, 5/2020 & 5/2023Current term ends June, 2026
  • Amatuzzo Magnani Private Wealth Management
    Private Wealth Advisor | Managing Partner
    Amatuzzo Magnani Private Wealth Management Nov 1990 - Jul 2018
    427 Bedford RoadSuite 310Pleasantville, NY 10570
  • Ameriprise Financial
    Financial Advisor, District Manager, Associate Vice President
    Ameriprise Financial Nov 1990 - Jul 2018
    View

Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® Skills

Financial Services Services Wealth Management

Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® Education Details

Frequently Asked Questions about Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa®

What company does Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® work for?

Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® works for Clear Path Private Wealth

What is Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa®'s role at the current company?

Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa®'s current role is Managing Partner at Clear Path Private Wealth.

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What schools did Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® attend?

Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® attended University At Buffalo, Lakeland High School, College For Financial Planning, The American College.

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Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® has interest in A Lifelong Resident Of Yorktown.

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Michael J. Magnani Cfp®, Chfc®, Clu®, Cpfa® has skills like Financial Services, Services, Wealth Management.

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