Michael Aloi Email & Phone Number

Certified Financial Planner™, Practitioner at Summit Financial, LLC. @ Summit Financial

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Michael Aloi Location

New York, NY, US

Michael Aloi Work

Certified Financial Planner™, Practitioner at Summit Financial, LLC. @ (July 1999 - Present)
Certified Financial Planner @ (July 1999 - July 1999)
CERTIFIED FINANCIAL PLANNER™, PRACTITIONER AT SUMMIT FINANCIAL, LLC. @ (June 1999 - July 1999)
CERTIFIED FINANCIAL PLANNER™, Practitioner @ (July 1999 - July 1999)

Michael Aloi Education

college for financial planning
Master of Science Degree, Personal Financial Planning
2019
The College of New Jersey
Bachelor of Science (Finance)
1995-1999

Michael Aloi Skills

Alternative Investments
Estate Planning
Financial Advisory
Leadership
Insurance
Wealth Management Services
Portfolio Management
Investments
Finance
Financial Services
Wealth Management
Equities
Strategic Financial Planning
Microsoft Office
Microsoft Word
Risk Management
Asset Management
Credit
Certified Financial Planner
Financial Analysis
Project Planning
Management
Project Management
Series 7
Securities
Hedge Funds
Nj And Ct Long Term Care Partnership Plans
Financial Markets

Michael Aloi Summary

Michael Aloi, based in New York, NY, US, is currently a Certified Financial Planner™, Practitioner at Summit Financial, LLC. at Summit Financial. Michael Aloi brings experience from previous roles at Summit Financial and Executive Wealth Creation. Michael Aloi holds a Master of Science Degree, Personal Financial Planning @ college for financial planning. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Leadership, Insurance and more. Michael Aloi has 3 emails and 1 mobile phone numbers on RocketReach.

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