A. Michael Nuzzo, CFP®

A. Michael Nuzzo, CFP®
Financial Advisor, The Wealth Center at Meaden & Moore

(216) 928-5374

Experience

Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner with The Wealth Center at Meaden & Moore.  As an integral member of the Wealth Center team, Mike assists high net worth individuals, executives or business owners in managing their wealth through estate, investment, retirement, tax, insurance and risk management planning.
 
Mike prides himself on delivering a highly personalized service to his clients, always adhering to the firm’s core values of integrity and professionalism. Utilizing the CFP Board’s comprehensive financial planning process, he provides each client with a thorough evaluation of objectives, then assembles just the right team to provide a customized solution to meet those objectives. He forms close partnerships with members of his advisory team, yet fosters important relationships with outside organizations and advisors to help assure the appropriate legal instruments and tax planning services are deployed.
 
Check me out on BrokerCheck.
 

Education

The United States Air Force Academy, BS in Business Management
Webster University, Master of Business Administration
CFP® Certification Professional Education Program through College for Financial Planning
 
FINRA Exams:
Series 7
Series 66
 
Licensure:
Life, Health and Variable Annuity
 

Professional Designations

CERTIFIED FINANCIAL PLANNER™ practitioner
Chartered Retirement Planning Counselor®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
 
 
 
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Management Solutions (“IMS”) Platform fee-based asset management accounts offered through 1st Global Advisors, Inc. All other financial planning services offered through The Wealth Center at Meaden & Moore. The Wealth Center at Meaden & Moore and 1st Global Capital Corp. are unaffiliated entities. Insurance services offered through 1st Global Insurance Services, Inc.
 
We currently have individuals licensed to offer securities in the states of AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, MD, MA, MI, MO, NV, NM, NY, NC, OH, PA, SC, TN, TX, VA, WA, WI. This is not an offer to sell securities in any other state or jurisdiction.