Michael Christodoulou

I was honored to be named to the Forbes 2024 Top Next-Gen Wealth Advisors Best-in-State (New York) list* and to be invited to the 2024 Edward Jones Momentum Conference, recognizing the top 800 financial advisors among approximately 20,000 nationwide based on practice success.

⸻ I provide comprehensive wealth management to individuals, families, and businesses who are serious about their financial future and value working with a dedicated professional. We are specialists in providing a unique approach to asset management specifically for retirement income planning, growth optimization and generational wealth. My approach is centered on: • Educating clients to make informed decisions • Providing proactive, personalized guidance • Helping avoid common financial mistakes • Building strategies designed for both expected and unexpected life events My team and I take the time to understand what matters most to you. Using a disciplined, established process, we develop customized strategies aligned with your goals and values. During times of uncertainty, I remain a steady resource—available to listen, support, and help you navigate changing financial conditions. We offer flexible communication options including in-person meetings, virtual appointments, phone, and secure messaging. ⸻ Education & Professional Designations I am committed to continuous education and currently hold the following designations: • ChFC® – Chartered Financial Consultant® • CRPC™ – Chartered Retirement Planning Counselor™ • CRPS™ – Chartered Retirement Plans Specialist™ • AAMS® – Accredited Asset Management Specialist® • SE-AWMA® – Sports & Entertainment Accredited Wealth Management Advisor® • ABFP® – Accredited Behavioral Financial Professional® ⸻ Personal I am originally from Oceanside, New York. My wife, Ana, and I live with our two children, Johnny and Ariana. We enjoy traveling, spending time outdoors, giving back to the community, and having fun with our Boston Terrier, Frankie.