Michael Alessi, Jr.
Senior Wealth Management Advisor & Retirement Plan Consultant
Michael is a Baltimore County native, and earned his undergraduate degree from Stevenson University (formerly Villa Julie College) and his graduate degree from Towson University. He is Series 65 licensed and holds the Accredited Investment Fiduciary (AIF) designation.
Michael brings more than 20 years of financial services experience to us here at Capital Financial Partners, working with individuals, families, and business owners on investment management, retirement planning, and employer-sponsored retirement plans. Michael will work directly with clients on comprehensive financial planning and investment strategy, and will help lead our firm's growing retirement plan consulting practice, supporting business owners and plan sponsors with plan design, fiduciary oversight, and participant education.