Michael R. Szotak | MBA CFP^®

Michael R. Szotak, MBA, CFP

Mike has been helping families and individuals for over two decades to pursue their goals and build financial independence.  He works with a wide range of clients, spanning from the early accumulation years of life to those nearing or in retirement.  His areas of expertise focus on financial planning, asset management, retirement planning, college investing, insurance, and estate planning.

In 1997 Mike earned a BS in finance and began his financial advisory career with a major Wall Street investment firm.  He then earned an MBA from Monmouth University and took his practice independent to focus on personal attention, unbiased advice, and the best interest of his clients.   Mike is a certified financial planner and an experienced tax preparer.

Mike is a lifelong resident of Middletown, NJ.  He resides there today with his wife Jennifer, their two daughters, Olivia and Camryn, and two sons, Nicholas and Matthew.  Mike is actively involved in his community, including past positions on the Parish Finance Committee and Parish Athletic Council at St. Mary’s Church in Middletown, as well as the Northern and Eastern Monmouth County Chambers of Commerce.  He is the co-founder of Friends Against Hunger, a local food drive organization to support Project Paul in Keansburg, NJ. 

Out of the office, Mike is an avid outdoorsman and enjoys skiing, hiking, and kayaking with his family.