Michael Bueti, CFP®

Assistant Vice President

Michael serves as a primary point of contact and trusted advisor for clients, providing personalized and comprehensive guidance. He uses a hands-on approach to ensure each client receives focused attention and advice tailored to all aspects of their financial plan.

In addition to holding the Certified Financial Plannerdesignation, Michael brings a wealth of experience and knowledge to his role, having previously honed his skills at GM Advisory Group, where he focused on portfolio management and trading for high-net-worth individuals.

Residing in Long Island, NY, Michael enjoys quality time with family and friends and is a dedicated sports enthusiast.

Previous Experience

  • Portfolio Manager at GM Advisory Group
  • Portfolio Analyst at GM Advisory Group
  • Portfolio Officer at East West Bank
  • Underwriter II at New York Community Bank
  • Associate at Guidepoint

Education & Credentials

  • BS, Marist College, Finance, minor in Economics
  • Certified Financial Planner (CFP®)

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*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.