Michael P. Zoli CFP
Michael Zoli is a CERTIFIED FINANCIAL PLANNER and Investment Consultant with Ivy Financial Group. He is a licensed insurance agent in New York, he is long-term care partnership certified, and holds appointments with several insurance companies. Mr. Zoli also holds a FINRA Series 7 General Securities Licence as well as his Series 66 - Uniform Combined State Law Examination held with LPL Financial.
Mr. Zoli earned his B.S.C.E. in Civil and Environmental Engineering, with concentrations in Business Administration and Computer Design from Clarkson University. He served as Vice President of Torrington Industries Inc. for 10 plus years where he developed and oversaw all key operations.
Before starting his own independent financial firm, Mr. Zoli previously worked with Sagemark Consulting, the high net worth financial planning division of Lincoln Financial Group. Preceding that Mr. Zoli was working as the senior analyst at a large independent wealth management firm.
He concentrates on providing education, financial and business planning to his clients. “Owning our own practice allows me to bring valuable independent advice and expertise to my client’s everyday, which truly makes an impact in the Financial Planning our firm provides.”
Mr. Zoli offers services in the following areas: comprehensive financial planning, retirement planning, asset management, education funding, estate planning, employee benefits and pension plans, insurance programs, business succession planning, tax reduction strategies, and financial planning workshops.
“We are dedicated to helping you identify your goals and develop a comprehensive financial plan based on sound advice and knowledge. In addition, we can provide you with the products and services necessary to develop and implement your financial plan. Throughout this process, we never lose sight of one essential element—personal service.”
Ivy Financial Group - Toll Free: (800) 692-6802 Fax: (800) 692-6802 - email: info@ivyfinancial.com
4605 Pewter Lane, Manlius, New York 13104
