Michael Altavilla, CFP®, CEPA®, ChFC®

Financial Advisor at Charter Oak Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Saratoga Springs, New York, United States, US

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Bio

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Credentials

  • CEPA
    Exit Planning Institute
    Jun, 2023
    - Nov, 2024
  • Chartered Financial Consultant (ChFC)
    The American College of Financial Services
    May, 2021
    - Nov, 2024
  • CFP®
    CFP Board
    Apr, 2018
    - Nov, 2024
  • LUTFC
    THE AMERICAN COLLEGE

Experience

  • Charter Oak Financial
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor
      • Jul 2017 - Present

  • MassMutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Service Representative
      • Jul 2016 - Jul 2017

  • North Shore Financial Group, An Office of MetLife
    • Hauppauge, NY
    • MetLife
      • Jan 2013 - Jul 2016

  • SUNY Oswego Campus Recreation
    • Intramural Supervisor
      • May 2011 - May 2012

      -Completed game records, as well as incident and accident reports-Trained, supervised and evaluated intramural assistants and sports officials-Monitored conduct of intramural participants -Facilitated captains’ meetings for intramural sports to explain game rules

    • Sports Official
      • Jan 2010 - May 2011

      -Officiated all intramural sports-Worked with intramural assistants to complete game scores and records-Set up fields, courts, rinks, etc. for corresponding intramural games

Education

  • State University of New York at Oswego
    Bachelor of Science (BS), Finance
    2008 - 2012

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