I believe hardworking and successful families deserve a central source of guidance to quiet the noise and provide confidence in the decisions they make. I want to know what is important to my clients. I'm at my best when I can align your family's financial strategy with your personal values and priorities.
I embrace an investment philosophy defined by quality, diversification and a long-term focus. Whether we're focused on accumulating wealth, protecting it or transitioning it to the grandkids, I appreciate the opportunity to partner with families over multiple generations.
In order to better serve my clients, I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2022 and the Accredited Asset Management Specialist™ (AAMS™)* designation in 2018. I joined Edward Jones as a financial advisor in 2013. I began my career working as a CPA in New York City, after graduating cum laude from Bucknell University with a major in accounting and minor in mathematics.
Outside of the office, I can typically be found with my wife, Nichole, and our goldendoodle, Graham. I enjoy golf and I'm active in the Mercer County community, serving as a past president of the Princeton Corridor Rotary Club and as a member of the club's board of directors.
Please contact me to discuss your goals and options.
*The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Personal Fitness
- Community Outreach
- Sports Enthusiast
Phone NumberMichael Pine at (609) 896-8001
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