Michael Presti CFP® in

Michael Presti CFP®

Senior Wealth Advisor at WealthPlan Partners
📍 Morristown, New Jersey, United States

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Experience
17 Years
Current Role
Senior Wealth Advisor
Location
Morristown, New Jersey, United States
Personality Overview
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Priorities

Topics Michael cares about

Strategic Priorities
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Career

Work history

6-2020
Senior Wealth Advisor
WealthPlan Partners
2012 - 2020
Vice President Financial Consultant
Fidelity Investments
2010 - 2012
Investment Representative
Fidelity Investments
2008 - 2010
Financial Representative
Fidelity Investments
In the press

Media appearances

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Education
Bachelor of Science - BS
Fairleigh Dickinson University
Social presence
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