Michael Cuneo's Location
Melville, NY, US
Michael Cuneo's Work
- Managing Partner @ Compass Advisors
- Member of the Board of Directors @ Financial Planning Association (FPA)
- Regional Vice President, NY Metro, N-NJ @ RiverSource
- Regional Vice President, Northwest @ Cohen & Steers
- Regional Director, Mid Atlantic @ Cohen & Steers
- Analyst and Paraplanner @ Financial Services Company
Michael Cuneo's Education
- Binghamton University
Bachelor of Arts (Economics)
- Cold Spring Harbor High School
Michael Cuneo's Skills
- Strategic Financial Planning
- Wealth Management
- Qualified Retirement Plans
- Business Transition Planning
- Estate Planning
- Tax Planning
- 401k
- Mutual Funds
- Alternative Investments
- Investments
Michael Cuneo's Summary
Michael Cuneo, based in Melville, NY, US, is currently a Managing Partner at Compass Advisors, bringing experience from previous roles at Financial Planning Association (FPA), RiverSource and Cohen & Steers. Michael Cuneo holds a Bachelor of Arts in Economics @ Binghamton University. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Qualified Retirement Plans, Business Transition Planning, Estate Planning and more, Michael Cuneo contributes valuable insights to the industry. Michael Cuneo has 1 email and 1 mobile phone number on RocketReach.
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