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Michael J. Aloi, CFP®
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line: 973-285-3683
maloi@sfr1.com
Education:
•The College of New Jersey, Ewing, NJ, BS
•College for Financial Planning, Denver, CO
Specialization:
• Comprehensive Financial Planning
• Investment and Retirement Planning
• Estate Planning
Professional Designations:
• Certified Financial Planner
• Accredited Asset Management Specialist
Personal:
Michael has been with Summit Financial Resources, Inc. since he started his practice over seven years ago.
He is a Certified Financial Planner® and an Accredited Asset Management Specialist with the College for Financial Planning. He has a series 7 & 66 security license as well as licensed in life and health insurance.
Michael's clients are a diverse group. Most are professionals on Wall Street, executives, and business owners. At the heart of his practice are three principles: provide professional service, educate clients, and always do what is right for the client. By following these three principles, Michael has cultivated long lasting relationships with his clients.
Michael has a bachelor of finance degree from the College of New Jersey. He currently resides in New Jersey with his wife Stacy.
