Michael J. Aloi, CFP®

“Life’s rewards are often proportionate to its stress factors. I help my clients to reduce the latter, so they have more time to enjoy the success they earned with the people they love.” -Mike Aloi

Years Experience:
  • 16

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

1300 Post Road – Suite 100A

Fairfield, CT 06824

Tel: 973-285-3600

Direct Line: 973-285-3683

Direct Line: 203-409-1270

 

Servicing clients in:    

  • Washington DC
  • Hartford
  • Boston
  • Chicago
  • San Francisco
  • Dallas
  • US Citizens in London
Email: maloi@sfr1.com

MA_Executive_Strategy

With 16 years of experience in the financial services industry, Mike specializes in working with executives, professionals and entrepreneurs.

He shares the same driven and goal-oriented lifestyle as his clients, so he understands where they face the greatest challenges. Since he joined the Summit Financial Resources, Inc. team in 1999, Mike has built a wealth management process that emphasizes the integration of various facets of financial planning. Supported by a team of in-house estate and income tax specialists, Mike offers his clients structured solutions to scattered problems. Outside of work, Mike enjoys spending time with his wife and daughter.


Education

  • College for Financial Planning, Denver, CO

Specialization

  • Retirement Income Planning
  • Income Tax Strategies for Executives
  • Personal Risk Management
  • Asset Allocation and Portfolio Advice
  • Restricted Stock Planning and Deferred Comp Strategies
  • Personal Financial SWOT Analysis (Strength, Weaknesses, Opportunities, Threats)

Professional Designations

  • Certified Financial Planner™
  • Accredited Asset Management Specialist

Community Involvement

  • Sterling House Community Center – Finance Committee
  • Stratford Library Association – Board of Directors

Recent article: 7 Strategies to Save for College