Mike Stopera, CFP®, MBA in

Mike Stopera, CFP®, MBA

Sharpshooter · DISC type CD
Wealth Management Advisor at Northwestern Mutual
📍 Albany, New York Metropolitan Area, United States

Mike Stopera is a Wealth Management Advisor at Northwestern Mutual, holding both CFP® and MBA credentials from Alfred University. He specializes in creating personalized financial solutions, focusing on risk management, and wealth accumulation and preservation. Mike has been recognized by Forbes as a Best-In-State Top Financial Security Professional.

Outside of his financial practice, Mike is a former college athlete who played basketball for Alfred University. Based on his social media activity, he appears to be family-oriented, sharing ideas for family vacations and focusing on long-term planning for lifes biggest moments.

Unique fact: Mike was a guard on the Alfred University mens basketball team.

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Experience
13 Years
Current Role
Wealth Management Advisor
Job Level
Mid-senior
Location
Albany, New York Metropolitan Area, United States
Personality Overview

How Mike shows up

Fast But Analytical
Rigorous & Demanding
Thorough Evaluator

They like to move fast and expect the same from others. They take a lot of pride in personal achievements. More than the product, they care about the impact of the product.

Priorities

Topics Mike cares about

Comprehensive Financial Planning
His entire career is built around helping clients define their financial future through personalized, needs-based analysis and customized solutions.
Retirement Strategies
He actively shares content about the importance of having a financial plan in place to make the decision to retire an easy one.
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Career

Work history

10-2019
Wealth Management Advisor
Northwestern Mutual
11-2014
Field Director
Northwestern Mutual
4-2012
Financial Advisor
Northwestern Mutual
In the press

Media appearances

Michael Stopera - Northwestern Mutual - Forbes. Featured in Forbes
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Michael Stopera, Wealth Management Advisor - Albany, NY 12211. Featured in Northwestern Mutual
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Education
2007 - 2012
M.B.A.
Alfred University
Education details unavailable
Scotia-Glenville High School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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