Michael Bozzone (CRD# 4827739) is an Investment Advisor Representative working at Cornerstone Planning Group in Fairfeild, NJ and has over 17 years of experience in the finance industry. Michael Bozzone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Planning Group, LLC | Fairfield, NJ | Sep 2015 - Current | 8 |
| Eagle Strategies LLC | Fairfield, NJ | Jul 2015 - May 2020 | 4 |
| Nylife Securities LLC | Saddlebrook, NJ | Jun 2015 - May 2020 | 4 |
| New York Life Insurance Company | Saddlebrook, NJ | May 2015 - May 2020 | 5 |
| Carey Financial, LLC | New York, NY | Dec 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- NJ
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Total Assets Under Management523MILLIONS
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Total Number of Accounts2,367ACCOUNTS
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Average Account Value$221,086
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CT, FL, GA, MA, NC, NH, NJ, NY, PA, TX
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