Michael Mauro

Michael Mauro is a Certified Plan Fiduciary Advisor (CPFA), and a Retirement Income Certified Professional (RICP®) committed to helping clients create and meet financial goals in all stages of life. Michael started in the financial services industry in 2014 at Broad Street Financial, where he was mentored by his uncle, William J. Mauro. The mentorship allowed Michael to learn from a wealth of William’s 40-year knowledge of the industry to serve clients better.

Michael operates with a client-first mentality working collaboratively with his clients to advise and create plans to meet their goals, pairing investment advice and financial planning solutions to their unique needs. In addition to Michael’s CPFA and RICP® designations. Michael holds FINRA certifications, including General Securities Representative (Series 7), Uniform Combined State Law (Series 66), and various state insurance licenses.

Michael is happily married to his wife Rachel with one daughter. When not working with the business or clients, Michael enjoys spending his free time traveling to new cities, playing golf, and spending time with his family and friends.