J Michael Checchio Email & Phone Number

Wealth Management Advisor @ AVANTAX Investment Services

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J Michael Checchio's Location

Cherry Hill, NJ, US

J Michael Checchio's Work

Wealth Management Advisor @ AVANTAX Investment Services
Owner @ J. Michael Checchio, M.B.A.
Wealth Management Advisor @ H D Vest Investments Services SM

Financial Planning for TV Budgets @ CBS
Corporate Financial Planning @ Western Electric division of AT&T
Assistant Director Management Decision Laboratory @ New York University

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J Michael Checchio's Education

Temple University Kaplan CFP
(CFP 9 Course Requirement)
2010 - 2010
St. John's University
Advanced Professional Certificate (Public Accounting)
1980 - 1982
NYU Stern School of Business
Post Graduate Studies as Ph.d Candidate (Accounting and Finance)
1977 - 1979

Penn State University
Master of Business Administration (M.B.A.) (Finance)
1975 - 1977
Penn State University
Bachelor of Science (BS) (Finance)
1971 - 1975

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J Michael Checchio's Skills

Retirement Planning
Wealth Management
Tax Preparation

Retirement
Series 7
Investment Advisory
Investments
Mutual Funds
Asset Allocation
Investment Strategies

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J Michael Checchio's Summary

J Michael Checchio, based in Cherry Hill, NJ, US, is currently a Wealth Management Advisor at AVANTAX Investment Services, bringing experience from previous roles at J. Michael Checchio, M.B.A., H D Vest Investments Services SM, CBS Corporation and Western Electric division of AT&T. J Michael Checchio holds a 2010 - 2010 Temple University Kaplan CFP. With a robust skill set that includes Retirement Planning, Wealth Management, Tax Preparation, Retirement, Series 7 and more, J Michael Checchio contributes valuable insights to the industry. J Michael Checchio has 1 email on RocketReach.