Mike Cattapan

After a successful 25-year career in technology leadership, I pivoted to financial planning to make a more direct, positive impact on people’s lives. Driven by a life-long passion for personal finance, I now strive to bridge the gap between complex concepts and my clients’ real-world goals. I find fulfillment in partnering with individuals and families across all stages of life and levels of wealth.

I strive to empower our clients through high-quality, affordable, and truly objective financial advice. The advice-only model is a fast-growing movement in the financial services industry, and it is desperately needed by people across all levels of wealth