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Michael M

CFP®, Series 63, Series 65

Milford, CT

Commonwealth Financial Network

Michael Messina is a CFP® professional with 10 years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at LPL Financial and Gulish & Associates, where he remains a co-owner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets, offering a range of managed-account programs and access to third-party asset managers.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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