Mike has been a managing partner at Clear Path Private Wealth (formerly Amatuzzo Magnani Private Wealth Management) since 2002. He began his career as a financial advisor in 1990 and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1993. As a district manager and later associate vice president at Ameriprise Financial, Mike spent six years training and developing new advisors. In 2002, he returned full time to serving the needs of individual clients and families. Mike has dedicated his career to providing clients with exceptional advice, first-class service and financial confidence.
At Clear Path, Mike works closely with, among others, business owners, corporate executives and people in the tech industry. Mike believes in a long-term, one-on-one approach to helping people achieve their true financial potential, and he brings passion and vision to every client relationship. His clients rely on his ability to explain and implement complex solutions in an easy-to-understand way.
Mike holds a BA in Economics from the State University of NY at Buffalo. Mike and his wife Annie live in his hometown of Yorktown Heights, New York. Mike and Annie love spending time with their adult children Molly, Nick and his wife Andrea, Max and his wife Tracy, and grandchildren Mason, Milo and Madison. Mike has spent over 1 years as a trustee for the Yorktown Central School District and currently serves as the organization’s vice president. In addition to his many hours of community volunteer work, Mike enjoys making award-winning wine, playing golf with friends and clients and traveling with his wife and family.
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Form CRS: Client Relationship Summary
