Michael Raspallo

Michael Raspallo Email and Phone Number

Financial Advisor @
Michael Raspallo's Location
West Warwick, Rhode Island, United States, United States
Michael Raspallo's Contact Details
About Michael Raspallo

For nearly 40 years, I have served as an independent financial advisor in both major markets and small firm settings. Today, I work with a dynamic team of specialists trained in cross-disciplined functions. By working as a team we can provide insight for individuals and business owners to help address their challenges and work toward pursuing their financial goals.

Michael Raspallo's Current Company Details
Ivy Wealth Advisors

Ivy Wealth Advisors

Financial Advisor
Michael Raspallo Work Experience Details
  • Ivy Wealth Advisors
    Senior Advisor Specializing In Business And Estate Planning
    Ivy Wealth Advisors Feb 2021 - Present
    United States
    My advisor specialty revolves around the intricacies of estate planning. I work with many business owners offering resources to monetize the business in order to shrink the estate. When it is prudent, we can provide strategies using insurance products to enhance the outcomes and equalize estates.I hold the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary, (AIF) designations and am fully licensed by the related industries and maintain all education requirements.My specialty is looking at the “big picture” so I can provide our clients with appropriate strategies so they can work towards better use of their time, money, energy, and vision. I help our clients coordinate their estate and business succession plans and work to help preserve their retirement assets.Securities are offered through Cetera Financial Specialists, member FINRA/SIPC. Advisory Services are offered through Ivy Wealth Advisors, a division of Ivy Wealth Management, Inc., a DBA of The Patriot Financial Group LLC, an SEC-Registered Investment Advisor. Cetera is under separate ownership from any other named entity.Ivy Wealth Advisors - 1350 Division Road, Suite 200 West Warwick RI 02893
  • Corner Office Financial, Llc
    President
    Corner Office Financial, Llc Jul 2005 - Apr 2022
    Warwick
  • Harbour Point Financial Group
    Partner
    Harbour Point Financial Group Jul 1995 - Sep 2006
    Business Development
    View
  • The Richmond Group
    Vice President
    The Richmond Group Jul 1987 - Jul 1995
    Business Development
    View

Michael Raspallo Skills

Estate Planning Small Business Succession Planning Retirement Strategic Financial Planning Investments Insurance Employee Benefits Life Insurance Disability Insurance Long Term Care Strategic Planning Financial Advisory Retirement Planning Risk Management Wealth Management Fixed Annuities Exit Strategies Financial Services Finance Tax Underwriting Sales Business Development

Michael Raspallo Education Details

Frequently Asked Questions about Michael Raspallo

What company does Michael Raspallo work for?

Michael Raspallo works for Ivy Wealth Advisors

What is Michael Raspallo's role at the current company?

Michael Raspallo's current role is Financial Advisor.

What is Michael Raspallo's email address?

Michael Raspallo's email address is mi****@****int.com

What schools did Michael Raspallo attend?

Michael Raspallo attended University Of Rhode Island - College Of Business, La Salle Academy Ri.

What are some of Michael Raspallo's interests?

Michael Raspallo has interest in Children And My Grandchildren, Travel And Spending Time With My Wife, Outside Interest Include Golf.

What skills is Michael Raspallo known for?

Michael Raspallo has skills like Estate Planning, Small Business, Succession Planning, Retirement, Strategic Financial Planning, Investments, Insurance, Employee Benefits, Life Insurance, Disability Insurance, Long Term Care, Strategic Planning.

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