Michael Pisanti

About Michael Pisanti

Our team specializes in maximizing wealth for our clients using a unique planning process. Instead of just having an investment strategy, our team utilizes our independent planning process to provide an unbiased financial plan highlighting risk management, wealth accumulation, and wealth preservation and distribution. We cater to each clients individual needs and make sure the plan is built in their vision, not creating their vision for them. Our comprehensive planning strategy believes our clients should be active participants in our strategic planning process, and will walk away feeling more confident and focused around their financial future.Personally, Michael is passionate about his dogs (German Shepherds), his family (girl dad), and continuing to be involved in the hockey community.The professionals we work with are generally, but not limited to: medical professionals, business owners/professionals, attorneys, military officers, and engineers. These clients range from emerging affluent to established pre-retirement families. We educate on strategic planning to supplement complex work benefits, minimize tax exposure, and maximize future wealth.Our mission to inspire financial growth through relationship building via an analytical planning process.CONNECT WITH US:Phone:(41••••••00Email: m••••••••@nm.com

Experience

1. Managing Director L Financial Advisor

   Northwestern Mutual

   Jan 2016 — Present · Toledo, OH, US

Education

• The University of Toledo

  Bachelor’s Degree, Sales and Finance

Skills

• Time Management
• Public Speaking
• Social Media
• Finance
• Sales Process
• Powerpoint
• Microsoft Excel
• Sales Operations
• Customer Service
• Direct Sales
• Strategic Planning
• Microsoft Office
• Sales
• Communication
• Microsoft Word
• Social Networking
• Leadership
• Financial Services
• Teamwork
• Management