Michael Bongiorno, FPQP™

Advisor Associate

Michael is an Advisor Associate based in Melville, NY, working closely with the local team of advisors, as well as those in the New York City office. As an essential member of the team, he prepares financial planning, investment analysis, and other reports that provide our advisors and clients with crucial information to guide their wealth management decisions. Additionally, among other things, he is responsible for ensuring that client asset movements and account inquiries are addressed promptly and effectively. Michael prides himself on handling every aspect of his role with care and reliability, and he is driven by his passion for creating strong relationships with clients as he helps them achieve their goals.

Previously, he joined predecessor firm GM Advisory Group as an intern in 2022, then served as a wealth management associate, gaining valuable experience and knowledge in investments, financial planning, reporting, client communication and more.

He discovered his interest in financial planning while attending Farmingdale State College, graduating in 2023 with a bachelor’s degree in economics and a minor in business management. Outside of work, he enjoys playing and watching sports, traveling, and spending quality time with family and friends.

Previous Experience

  • Wealth Management Associate at GM Advisory Group

Education & Credentials

  • BS, Farmingdale State College, Economics, minor in Business Management
  • Financial Paraplanner Qualified Professional (FPQP)

 

FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP™ are trademarks of the College for Financial Planning in the United States and/or other countries.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.