Michael E. Messina, CFP®, CIMA®, is an independent wealth manager dedicated to helping individuals, families, and business owners pursue their financial goals with confidence. He believes successful financial planning is built on trust, education, and long-term relationships.
A graduate of Quinnipiac University, Michael earned a Bachelor of Science in Mathematics with minors in Economics and General Business. He combines analytical expertise with a personalized approach to financial planning and investment management. He works closely with clients to develop customized strategies for retirement planning, investment management, wealth preservation, and navigating life's financial transitions.
In 2026, Michael launched his independent practice to provide clients with objective guidance, personalized service, and the flexibility to tailor solutions to each client's unique needs. His goal is to simplify complex financial decisions and help clients feel informed and confident every step of the way.
Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation, along with Series 7, 63, and 65 securities registrations through Commonwealth Financial Network®. He is committed to ongoing education and staying current with industry developments to better serve his clients.
Outside of his professional life, Michael enjoys golfing, staying active, and spending time with his wife, Michelle, and their two Goldendoodles, Charlie and Chloe. He also enjoys traveling, spending time with family and friends, and making lasting memories along the way.