portrait of Michael Pine
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Michael

I'm a CERTIFIED FINANCIAL PLANNER® professional with over a decade of experience focused on all things planning for retirement. Since 2020, my senior branch office administrator, Carrie Krupa, has been an integral part of my team. Together, we help families manage their money in a way that best improves their lives and are dedicated to delivering exceptional service.

For professionals nearing retirement...
Can you do it? What are your blind spots? We'll walk through my established process and work in collaboration to help stay on track.

For business owners and 401(k) plan sponsors...
Are you optimizing plan benefits for owners, employees or key personnel?...

Focus Areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Employee Stock Options

Work History

  • Edward JonesNovember 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Bucknell UniversityBachelor of Science

Personal Interests

  • Golfing
  • Traveling
  • Personal Fitness
  • Community Outreach
  • Sports Enthusiast

Team Members

  • Carrie Krupa
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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