portrait of Michael p Sarubbi
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
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About Michael

I grew up in Hopewell Junction, New York. I graduated high school from Arlington High School. I went to Dutchess Community College to receive my associate degree. I then lost my father to cancer at 20 years old. My mother was left with three young children to take care of. My father left her money from his life insurance policies. Thank God he did the first part of financial planning, life insurance, to protect his family. However, my mother never had anyone to guide her on how to plan for long-term goals, and she ran out of money. Today my...

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Healthcare Professionals
  • Intergenerational Planning
  • Corporate Executives

Work History

  • Edward JonesSeptember 2024 to Current
  • TD Bank, N.A.October 2023 to September 2024

Education

  • University of PhoenixMasters

Personal Interests

  • Hiking
  • Motorcycles
  • Cycling
  • Music
  • Pets

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