Michael Giordano, AWMA®
Financial Consultant, Accredited Wealth Management Advisor™
Michael Giordano is a Financial Consultant with Navesink Wealth Management. In his role, Michael focuses on preparing financial plans related to retirement, college, and insurance needs. Mike’s devotion to the tradition of offering personalized, professional guidance to clients aligns with the firm’s values and vision to put clients’ best interests first. Michael began his career in 1999 and brings diverse financial planning and investment management experience to his clients at Navesink Wealth Management.
The epitome of a consummate professional, Mike is committed to staying current in the always-evolving financial industry. In addition to holding his Series 7, 63, 24, 66 registrations with LPL Financial and New Jersey Life and Health Insurance licenses, Michael also holds an Accredited Wealth Management Advisor (AWMA) designation. To achieve the AWMA designation, Michael completed an accelerated course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. This curriculum provided Michael with the skills to synthesize complex concepts and apply theoretical concepts to real-life situations allowing him to best serve the needs of his diverse client base in the turbulent financial marketplace.
A proud alum of Stockton University, Michael is active in raising money for his alma mater as well as several non-profit organizations throughout the state. Michael was also instrumental in orchestrating the Navesink Wealth Management Endowed Annual Lecture Series at Rutgers Honors College.
Michael lives in Farmingdale, NJ with his wife Stephanie and their two children Nicholas and Ava.