Michael Mennella, Cfp, Clu, Chfc, Cltc Email and Phone Number
Michael Mennella, Cfp, Clu, Chfc, Cltc work email
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Michael Mennella, Cfp, Clu, Chfc, Cltc personal email
Michael Mennella, Cfp, Clu, Chfc, Cltc phone numbers
Michael is a graduate of Stony Brook University with a double major in Business Management and Economics. Immediately after graduating in 2000, he began his career with Northwestern Mutual as a financial representative. He now serves as a Private Wealth Advisor and Partner with The Atrium Financial Group which is a private client services firm within Northwestern Mutual. Michael is passionate about financial planning and enjoys partnering with clients to assist them in pursuing their financial goals.
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Partner & Private Wealth AdvisorThe Atrium Financial Group Sep 2021 - PresentAlbany, New York, UsThe Atrium Financial Group is a founding member of Northwestern Mutual’s newly formed Private Client Group, a specialized group of expert advisory teams who provide elevated private wealth management expertise for clients with significant means.The Atrium Financial Group works with families and small business owners who share their values of family, commitment to excellence, mutual respect, integrity, and personal and professional growth. The team specializes in creating financial freedom through multi-generational estate planning and income distribution strategies. Their comprehensive, tax-efficient approach to finance integrates traditional financial planning with cutting edge behavioral finance. The group’s coaching and stewardship inspire their clients and community to realize their full potential.The Atrium Financial Group team is also proud to offer financial planning by and for women. The practice includes women who have earned the Certified Financial Planner professional designation, providing expert guidance and innovative solutions tailored to the specific goals and aspirations of women.The team represents a combined 70 years of experience, and their footprint spans from Manhattan, to Long Island, to the Albany and Adirondack areas.
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Wealth Management AdvisorNorthwestern Mutual Aug 2000 - PresentMilwaukee, Wi, UsMichael Mennella helps individuals achieve a more secure future for themselves, their families, and businesses by providing a wide range of products and services to address their needs and goals. He can also work with clients in creating a financial plan that will serve their needs over time. Please let Michael know how he might be able to help you realize your vision for the future.
Michael Mennella, Cfp, Clu, Chfc, Cltc Skills
Michael Mennella, Cfp, Clu, Chfc, Cltc Education Details
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Stony Brook UniversityBusiness/Managerial Economics -
The American College Of Financial ServicesCertified Financial Planner™ Certification Program
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The American College Of Financial ServicesChfc
Frequently Asked Questions about Michael Mennella, Cfp, Clu, Chfc, Cltc
What company does Michael Mennella, Cfp, Clu, Chfc, Cltc work for?
Michael Mennella, Cfp, Clu, Chfc, Cltc works for The Atrium Financial Group
What is Michael Mennella, Cfp, Clu, Chfc, Cltc's role at the current company?
Michael Mennella, Cfp, Clu, Chfc, Cltc's current role is Partner & Private Wealth Advisor at The Atrium Financial Group.
What is Michael Mennella, Cfp, Clu, Chfc, Cltc's email address?
Michael Mennella, Cfp, Clu, Chfc, Cltc's email address is mi****@****mfn.com
What is Michael Mennella, Cfp, Clu, Chfc, Cltc's direct phone number?
Michael Mennella, Cfp, Clu, Chfc, Cltc's direct phone number is +151646*****
What schools did Michael Mennella, Cfp, Clu, Chfc, Cltc attend?
Michael Mennella, Cfp, Clu, Chfc, Cltc attended Stony Brook University, The American College Of Financial Services, The American College Of Financial Services.
What are some of Michael Mennella, Cfp, Clu, Chfc, Cltc's interests?
Michael Mennella, Cfp, Clu, Chfc, Cltc has interest in New Technology, Most Importantly, Reading Industry Specific Publications, Spending Time With My Family, Charity Events, Photography, Michael Is A Car Enthusiast, Golf, Most Impotantly, Playing Golf.
What skills is Michael Mennella, Cfp, Clu, Chfc, Cltc known for?
Michael Mennella, Cfp, Clu, Chfc, Cltc has skills like Investments, Insurance, Wealth Management, Portfolio Management, Finance, Financial Services, Financial Advisory, Financial Planning, Management.
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