Michael J. Aloi CFP®

maloi@sfr1.com
203-409-1270

With 18 years of experience in the financial services industry, Mike specializes in working with executives, professionals and entrepreneurs.

He shares the same driven and goal-oriented lifestyle as his clients, so he understands where they face the greatest challenges. Since he joined the Summit Financial, LLC, Inc. team in 1999, Mike has built a wealth management process that emphasizes the integration of various facets of financial planning. Supported by a team of estate and income tax specialists, Mike offers his clients structured solutions to scattered problems. Outside of work, Mike enjoys spending time with his wife and three children.

Learn more about the Summit Team



Education

  • College for Financial Planning, Denver, CO

Specialization

  • Retirement Income Planning
  • Income Tax Strategies for Executives
  • Personal Risk Management
  • Asset Allocation and Portfolio Advice
  • Restricted Stock Planning and Deferred Comp Strategies
  • Personal Financial SWOT Analysis (Strength, Weaknesses, Opportunities, Threats)

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Accredited Asset Management Specialist
  • Accredited Wealth Management Advisor

Community Involvement

  • Sterling House Community Center – Finance Committee
  • Stratford Library Association – Board of Directors

Recent Articles:

The Tax Adviser: Back to School – 7 Strategies to Save for College

Kiplinger: When you Lose a Loved One Who Handles All the Money

Fairfield Citizen: How a 529 plan can be a Fairfield parent’s best friend

Kiplinger: 3 Tax-Planning Ideas to Help Take the Bite Out of RMDs

Kiplinger: Gifting a Life Insurance Policy to Charity

Journal of Accountancy: When a Client Leaves a Job

Kiplinger: The Biggest Risk Retirees Face Right Now