Michael Caputo, MSFS, AEP®

With over 40 years of experience

Experience:

• President of National Wealth Advisors Inc. - a comprehensive wealth management practice offering financial planning and wealth management through Summit Financial, LLC.
• President of privately owned pension and executive benefits firm - MAC Pension, Inc.
• 40 years specializing in solving problems, reducing taxes and maximizing opportunities for BUSINESS OWNERS and HIGH NET WORTH individuals.
• Many years life experience managing personal and client financial, career and family issues.

Expertise:

• Graduate Degree MSFS (Master of Science in Financial Services).
• AEP - Accredited Estate Planner®
• Member of Estate Planning Council of Westchester County, Inc.
• Member of ASPPA (American Society of Pension Professionals & Actuaries), NAEPC (Nat’l Assoc. of Estate Planners & Councils), Society of Financial Service Professionals, and The National Association of Insurance and Financial Advisors.
• Guest lecturer for numerous CPA, attorney, medical associations, insurance and investment company groups

Education:

• American College, Master of Science in Financial Services
• Florida Tech, BS Management

Specialization:

• Comprehensive Financial Planning
• Pension, Executive, and Employee Benefit Plan Design and Planning
• Investment and Retirement Planning
• Estate Planning
• Risk Management

Services:

• Provides financial counseling to the clients of major CPA and law firms.
• Top clients include business owners and high net worth individuals.