A. Michael Nuzzo, CFP® | Meaden & Moore

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.

Let's Connect

Additional Ways to Connect:

(216) 928-5374
mnuzzo@meadenmoore.com

Disclosure:

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Management Solutions (IMS) Platform fee-based asset management accounts offered through Avantax Advisory ServicesSM. All other financial planning services are offered through The Wealth Center at Meaden & Moore. The Wealth Center at Meaden & Moore is not affiliated with Avantax Investment ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.