MICHAEL J. CALZOLANO, CFP®, CEBS
Principal
Michael has 20+ years of experience in both the financial advisory and employee benefits industries. He strives to deliver an all-encompassing wealth management experience, and his completion of one of the most thorough wealth management training programs in the industry allows him to think about and effectively address client issues with a broad base of knowledge.
In order to provide the most professional and comprehensive wealth management services to his clients, Michael completed Boston University’s program for financial planning and became a CERTIFIED FINANCIAL PLANNERTM professional in 2008. Michael also holds a Certified Employee Benefits Specialist (CEBS) professional designation, which is co-sponsored by the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans.
Michael holds a master of business administration degree from the University of Chicago Booth School of Business with concentrations in finance, economics and accounting. He also holds a bachelor of business administration degree in finance from the University of Notre Dame.
In his free time, Michael enjoys sailing and crews on both local and long distance races, biking on local forest preserve trails, and skiing. Michael resides in northeastern Illinois with his two daughters.
Encompass Wealth Management
enCompass Wealth Management, LLC, is an independent, fee-based Illinois registered investment advisor providing comprehensive wealth management services to individuals in Illinois and in other states who are committed to bringing design, structure and oversight to their wealth in order to maximize their chances of success with whatever goals they have set.
At enCompass Wealth Management, our mission is to exhaust every talent, resource and professional wisdom in addressing client issues and managing client relationships to the point where we have earned the utmost trust, loyalty and inclusion in our clients’ innermost circles. We will take the time to listen to you and understand your goals, aspirations and concerns.
We surround our clients and their wealth with all the essential professional mindsets including advisory, tax and estate. As a firm, we make it a practice to meet your other trusted professionals, ensuring open communication and gathering all the necessary information to thoroughly address your issues.