Mike began his career with a large broker-dealer after graduating from The Pennsylvania State University Smeal College of Business with a B.S. in Economics in 2005. Mike has maintained his Certified Financial Planner (CFP®) designation for over 10 years and has spent most of that time in the background doing financial planning analysis, investment research, portfolio management, and trading. Mike has decided to come out of the shadows to focus his skills on working with clients directly and is proud to be on the team at Blue Bell Private Wealth Management. His journey in the financial services industry has shown he only wants to sit on the same side of the table as his clients.
Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.
As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
