Let’s
Connect:
A. Michael Nuzzo, CFP®
Wealth Management Advisor, The Wealth Center at Meaden & Moore
Let’s
Connect:
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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Chartered Retirement Planning Counselor®
- Accredited Investment Fiduciary®
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
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
Licenses and Designations:
- FINRA Series 66
- FINRA Series 7
- Ohio Life, Health, and Variable License
