At Guarino Wealth Management, we believe that our unique process and our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
•Investing principles and strategies
•Retirement investing and distribution strategies
•Estate conservation issues
•Risk management analysis
We also can answer your questions, including:
•Can I retire early?
•Are my investments working hard enough?
•What’s a good approach for college savings?
•What are the elements of a sound estate strategy?
•Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
|Firm Start Year:||2008|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||LPL Finanacial|
|States Licensed in:||NJ,NY,FL,PA,CA,VA,MD,NC,SC|
|Number of Years with Current Firm:||8|
United States Marine Corps 1966-1970|
Warner Lambert Corporate Lawyer 1970-1992
Edward Jones Investments 1993-2008
Guarino Wealth Management 2008 to present.
|I work with the following types of clients:||Businesses , Non-Profit Organizations , Individual Investors , Investment Clubs|
|Investment Types:||Annuities , Insurance , Commodities , Stocks , Mutual Funds , Exchange Traded Funds (ETFs) , Alternative Investments , Bonds , Socially Responsible Investments (SRI)|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Annuity , Health , Life , Long Term Care , Variable Annuity , Variable Life , Disability|
|Firm's Number of Planning Clients:|
|Advisor's Number of Clients:||NA|
|Advisor's Number of Managed Clients:||NA|
|Advisor's Number of Planning Clients:||NA|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$ Varies|
|Compensation Methods:||Commissions , Based on Assets , Hourly , Flat Fee|
|Fee % Based on Assets:||varies|
Securities and Financial Planning offered through LPL Financial Member FINRA/SIPC
Mike graduated from Seton Hall with a BA in Social Studies. He then attended Fordham Law School in New York City where he received his Juris Doctorate. He then served four years in the United States Marine Corps in the Judge Advocate Gerneral’s Corps attaining the rank Major. Following his service in the USMC, Mike worked for Warner Lambert as a Corporate Counsel for 20 years where he served in a variety of areas including real estate, international, mergers and acquisitions, and labor and employment. Since leaving Corporate America Mike has been in the Financial Service industry for the last 20 years. He uses his in depth knowledge and career experiences to ensure that his clients are well prepared for retirement and wealth transfer strategies. Mike specializes in working with high net worth individuals, and business owners, with a focus on corporate executives.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Sat.||9:00 AM - 5:00 PM|