When I was 18 years old, my father passed away suddenly. Unbeknownst to any of us, my father intuitively and successfully planned for just such an event. It's hard for me to believe that he truly thought that he'd pass away at 43, but in the event that he actually did, he made very sound decisions that ensured our financial wellbeing as a family. Had he not done that, I'm not sure where my family would be today.
It was this experience that propelled me toward a career as a financial advisor. I know firsthand the power of proper preparation.
My career with Edward Jones began in November of 2008. Prior to Edward Jones, I took a 12-year detour through the mortgage industry. Early in my career, my role was to work exclusively with high ranking military personnel. It was during this time when I learned the customer service skills that I'm known for today.
It's my responsibility to understand what is most important to you. I utilize methods to help my clients meet their personal financial goals. I help keep clients on track by meeting with them regularly and keeping them well informed when unforeseen incidences occur that affect their strategies. This is my value proposition to all clients.
I encourage clients to ask as many personal questions about me as possible. Some still hesitate to ask, so allow me to answer some of the big questions; I'm married, I have two daughters ages 11 and 18, I currently live in Mount Laurel, I grew up in Cinnaminson. Our 18 year old will be attending Hawaii Pacific University in the fall. My wife and I are avid Eagles fans and we simply cannot wait for football. And don't ask me about cars unless you want a 45-minute answer.
I love what I do. Simply put, this is the career that best fits me in every way possible. I value relationships, I value my career as a financial advisor, and I value Edward Jones. Find out for yourself the value that I can add to your life.
I look forward to meeting you.
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Business Retirement Plans
- Estate & Legacy Strategies
- Divorce Finances
My Personal Interests
- Auto Racing
- Car Restoration
Office Address67 E Main St
Moorestown, NJ 08057 opens in a new window
Phone NumberMichael F Iaquinto at (856) 778-2076
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