A Life Long Passion For the Financial Industry
Michael Capriotti was just 11 years old when his father gave him the motivational book, “Think and Grow Rich.” Fascinated by what he learned, he realized he wanted to work in the financial services industry. He received his Bachelor of Science in Finance from Rowan University and, since then, has earned more than 15 years of industry experience.
After working with Merrill Lynch and Allen Associates, Mike transitioned into independence. He founded Capriotti & Company as an independent financial advisor with the goal of providing unbiased strategies and advice without any quotas to meet or conflicts of interest. As an independent advisor, Mike puts his clients and their needs first.
Mike enjoys meeting new people and helping them plan for the future. Combining this passion with his knowledge and experience in the industry, Mike works with families and individuals throughout the New Jersey, Pennsylvania, and Delaware tri-state area. Many of his clients are hard working professionals looking to simplify, organize, and consolidate their finances. He assists them in developing financial planning and investment management strategies that may help them pursue their financial goals. For clients approaching retirement, Mike seeks to help them make informed decisions with Medicare and Social Security enrollment options.