Certified Estate PlannerTM & Wealth Advisor
Mike 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 18 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 personalized strategies and advice without any quotas to meet. As an independent advisor, Mike puts his clients and their needs first.
Mike is a Master Certified Estate PlannerTM and holds securities registrations through LPL Financial. He is a member of the National Institute of Certified Estate Planners. Outside of the office, he enjoys spending time with his wife, Holly, and their three children. He believes in giving back to his community and supports several charities, including Ronald McDonald House Charities and Make-A-Wish Foundation.
