Thoughtfully handling all matters related to your wealth
About Us
About Us
MICHAEL J. CALZOLANO, CFP®, CEBS
Managing Member and Principal
Michael has 15 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 wife and two daughters.
Managing Member and Principal
Michael has 15 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 wife and two daughters.
