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Michael Raspallo, CLU®, ChFC®, AIF®

Michael Raspallo, CLU®, ChFC®, AIF®

Senior Advisor & Vice President, Business Succession and Estate Planning

Mr. Raspallo brings 40 years of experience as an independent financial advisor in both major markets and small firm settings. He began the company to fill a void that left business owners and their families vulnerable to missed opportunities.

Michael earned a Bachelor of Science degree in Business Administration from the University of Rhode Island. He holds the designations of Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Accredited Investment Fiduciary® (AIF®). He holds Series 7 and 65 registrations through Cetera Financial Specialists, as well as Life, Accident, and Health Insurance licenses.

Michael is a member of the Estate Planning Council of Rhode Island and a past president of the Rhode Island Society of Financial Services Professionals. He has served as a board member of the Massachusetts Systems Contractors Association and currently chairs the board of Thrive Behavioral Health.

An avid golfer, he has made four holes-in-one in his lifetime. He also enjoys singing and has performed in The Providence Journal Newspaper Guild Follies several times.

Michael Raspallo resides in Smithfield, RI with his wife Deb. Together they have two grown sons and three grandchildren.

"My goal is to provide the tools and resources necessary for the financial health my clients desire for lifelong financial freedom. I am proud to be a part of a team of professionals specializing in an array of financial disciplines to provide our clients with a high level of service and strategy designed to help them pursue their financial vision and goals."