Michael Rinaldi, Financial Advisor

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Business Retirement Plans

About Michael

When I was 13 years old, my father gave me a gift I would not fully appreciate until years later: an article on saving and investing for retirement, specifically how a Roth IRA works. This was my first introduction to what Einstein called the eighth wonder of the world, compound interest. I became fascinated and knew then that my career would be in finance.

I graduated from the University of Massachusetts Lowell with a BSBA in finance and economics. After college, I worked as an investment research analyst for almost five years, gaining extensive experience investing in the global capital...

Work History

  • Edward JonesOctober 2023 to Current
  • Baystate FinancialOctober 2022 to October 2023

Certifications

  • CFA®

    Chartered Financial Analyst®

Education

  • Univ of Massachusetts, LowellBachelor of Science

Personal Interests

  • Spending Time with Family
  • Martial Arts
  • Golfing
  • Podcasts
  • Reading

Team Members

  • Heather Morrow
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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