Michael A. Caputo, MSFS, AEP®

Specialization

• Comprehensive Financial Planning
• Pension, Executive, and Employee Benefit Plan Design and Planning
• Investment and Retirement Planning
• Estate Planning
• Risk Management
• Financial counseling to the clients of major CPA and law firms
• Top clients include business owners and high net worth individuals

Business Experience

• President of National Wealth Advisors Inc. – a comprehensive wealth management practice offering financial planning and wealth management through Summit Financial Resources, Inc.
• President of privately owned Pension and Executive Benefits Firm – MAC Pension, Inc
• 31 years specializing in solving problems, reducing taxes and maximizing opportunities for BUSINESS OWNERS and HIGH NET WORTH Individuals.
• Many years life experience managing personal and client financial, career and family issues.

Professional Designations

• Graduate degree MSFS (Master of Science in Financial Services).
• AEP – Accredited Estate Planner®
• Member of Estate Planning Council of Westchester County, Inc.
• Member of ASPPA (American Society of Pension Professionals & Actuaries)
• Member of NAEPC ( Nat’l Assoc. of Estate Planners & Councils)
• Member of Society of Financial Service Professionals
• Member of National Association of Insurance and Financial Advisors
• Guest Lecturer for numerous CPA, attorney, medical associations, insurance and investment company groups

Education

• American College, Master of Science in Financial Service
• Florida Tech, BS Management

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Family

Wife: Denise

Three children: Alyssa, Michael, Matthew

Residence

Stony Point, NY

Community

Past head coach and board member, North Rockland Pop Warner Football

Past board member, Stony Point Little League

Hobbies

Commercial instrument multi engine airplane pilot, skiing, scuba diving, boxing