Mike
Morgante
CFS®, CRPC™
Here to act in your best interests
About me
I started my career as a financial professional in 2004. I take a comprehensive approach to helping my clients achieve their financial goals. Every client is unique so I approach each situation strategically and create actionable steps to help guide them every step of the way. For fun, I love spending time outdoors hiking, biking and hanging out with family and friends.
Certifications
Certified Fund Specialist®
Chartered Retirement Planning Counselorâ„¢
Education
Bachelor of Science, Economics - State University of New York at Albany
Visit one of our Locations
Albany
28 Corporate Drive
Suite 101
Clifton Park, NY 12065
Working with Us
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Certain services provided on an educational and guidance basis only.
