Michael Presti
Senior Wealth Advisor - WealthPlan Partners
Mr. Presti is a CERTIFIED FINANCIAL PLANNER™ and has been serving clients as an Investment Professional for the last 15 years. He has spent that entire time with Fidelity Investments overseeing a practice that measured over $1 billion in AUA. Michael is passionate about helping individuals and families define and achieve their financial goals. He is driven to provide clients with sound investment strategies that help give confidence that investments are being looked after carefully, thus allowing them to focus on what is truly important - family, career, and a lasting impact on their communities. He believes that a consultative approach, where he partners closely with clients to help them make sense of financial concepts is the best approach to considering one’s investment options. He values regular communication as a commitment to a client’s success.
Certificates/Registrations/Designations/Licenses
- FINRA series 7, 66, 63, State of NJ Life & Health Insurance license **
- Certified Financial Planner ® ***
** Securities registrations held with Securities America.
*** Financial Planning offered through WealthPLAN Partners, a registered Investment Advisor and separate entity from Securities America.
Home office:
WealthPlan Partners
89 Headquarters Plaza North, Suite 1443
973.479.7126
Morristown NJ 07960
Phone: 973.867.7076
Cell Number: 973.479.7126