Michael Vanaria

Doer
DISC Type : sd

Assistant Vice President at Ausperity Private Wealth

Moorestown, New Jersey, United States

Overview

Michael Vanaria is the Assistant Vice President at Ausperity Private Wealth, where he specializes in creating personalized financial strategies for high-income millennials. He focuses on optimizing wealth growth and minimizing tax implications for his clients. He holds both a Bachelors and a Master of Business Administration from Loyola University Maryland.

Originally from Moorestown, New Jersey, Michael is an active community member, volunteering at organizations like the Cathedral Kitchen in Camden. In his free time, he enjoys spending time in Ocean City, New Jersey, where he partakes in fishing, golfing, and surfing.

His company, Ausperity Private Wealth, was recently ranked #45 among the fastest-growing companies in the Philadelphia area.

Personality Overview

Risk-Accepting

Fast-paced

Long-term Focused

Reading between the lines and seeing beyond your words comes naturally to them.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Wealth Management
Specializes in helping high-income millennials achieve financial success and security through personalized strategies.
Company Growth
Celebrated his firm, Ausperity Private Wealth, being named one of the fastest-growing companies in the Philadelphia region.
Community Volunteering
Actively volunteers in his community, including spending time at Cathedral Kitchen in Camden, NJ.

Media Appearances

Michael has no verified media appearances

Work History

8-2025
Assistant Vice President at Ausperity Private Wealth
11-2022 - 8-2025
Financial Advisor at Ausperity Private Wealth
10-2021 - 11-2022
Investment Specialist at Bank of America Merrill Lynch
6-2021 - 8-2021
Finance Intern at Impulse Dynamics
5-2019 - 8-2019
Loan Officer Assistant at Garden State Home Loans

Education

2020 - 2021
Master of Business Administration - MBA from Loyola University Maryland
2016 - 2020
Bachelor of Business Administration - BBA from Loyola University Maryland

More Information

Social Presence :

Prographics :

Exp : 10 Location : Moorestown, New Jersey, United States Job Level : Senior Designation : Assistant Vice President at Ausperity Private Wealth
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • During followups, use phone or text if needed, they should be fine
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Michael

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Michael take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Michael

Personality Compatibility


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