Michael Malatesta

 

As a Financial Planner, Michael services the financial needs of individuals and businesses while focusing on building long-term relationships. He works closely with his clients to define their financial goals and guides them through each of the six areas of financial planning to help achieve those goals. Starting with a review of their current financial position, he addresses protection planning, investment planning, tax planning, retirement planning, and estate planning. Once the analysis is complete, Michael identifies solutions for specific needs or develops and implements a comprehensive financial plan designed to put his clients in the best position for long-term success.

Coming from a large, community-oriented family, Michael values giving back and being a positive influence. His upbringing—rooted in volunteer work with local soccer clubs and the Boy Scouts—instilled in him a strong sense of integrity and service. He applies these values professionally, always striving to exceed expectations and push beyond limits others hesitate to reach.

Outside of work, Michael is an active and outgoing individual who enjoys working out, playing sports like soccer and wrestling, and embracing the outdoors through camping, fishing, and skiing. He thrives on meaningful connections and believes in living life to the fullest.

 

Check the background of this registered representative on FINRA’s BrokerCheck

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT 

 

 

Americans In The Workplace Study

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