Michael Lombardi Email & Phone Number
Founding Partner, Chief Planning Officer @ ShoreHaven Wealth Partners
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Michael Lombardi Location
- New York, NY, US
Michael Lombardi Work
- Founding Partner, Chief Planning Officer @ (July 2020 - Present)
- Financial Advisor @ (April 2012 - July 2020)
- Financial Advisor @ (December 2011 - March 2012)
- Financial Advisor @ (October 2006 - November 2011)
Michael Lombardi Education
- Boston University
Certificate in Financial Planning (CERTIFIED FINANCIAL PLANNER™, Financial Planning and Financial Servies)
2010-2012 - The College of New Jersey
Bachelor of Science (BS) (Finance, General)
2003-2006 - CBA, Lincroft, NJ 1998-2002
Michael Lombardi Summary
- Michael Lombardi, based in New York, NY, US, is currently a Founding Partner, Chief Planning Officer at ShoreHaven Wealth Partners. Michael Lombardi brings experience from previous roles at Morgan Stanley, UBS and Wells Fargo Advisors. Michael Lombardi holds a 2010 - 2012 Certificate in Financial Planning in CERTIFIED FINANCIAL PLANNER™, Financial Planning and Financial Servies @ Boston University. Michael Lombardi has 1 emails and 4 mobile phone numbers on RocketReach.
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