Michael J. Bucci, CIMA®
Manager, Investment Advisory Analysis
 

Mike shares the responsibility for meeting with plan participants, on-site, on a quarterly basis to assist with retirement plan portfolio construction, monitoring and education. He is also available to help participants develop a financial plan to help meet their retirement needs and goals.

Mike has also earned the  Certified Investment Management Analyst® designation.

Professional Licenses:
FINRA Series 65
Life Health and Annuity Licensed

Education:
B.S./B.A. in Managerial Finance, East Carolina University.

 

  
Mike has been selected a Five Star Wealth Manager SM for 2016, 2015, 2014, 2013 and 2012.  As seen in Pittsburgh Magazine. Five Star Wealth Managers are selected through an independent rating service.
 
  “My goal is to provide our participants with clear guidance and advice from enrollment through retirement.”  
 

To learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck.