Mike Simolo, Advanced Planning Consultant
Mike Simolo is an advanced planning consultant at Commonwealth. With the firm since October 2022, he reviews and summarizes plan and legal documents and identifies potential issues on wealth management projects. Mike holds a bachelor’s degree in philosophy from Hobart College and a juris doctorate from Cornell Law School. He is admitted to practice law in both Massachusetts and New York.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.Year-End Financial Planning Checklist: What to Discuss with Clients
Would you like to make your year-end financial planning discussions with clients as productive as possible? Our checklist can help you to get ready.
Mike Simolo
10.04.23