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Michael Maggiore 

Michael Maggiore 

Managing Partner & Holistic Financial Coach (CA License # 0H23539)

Michael Maggiore graduated from the Leon Hess Business School at Monmouth University with an honors degree after completing a four-year long dissertation. Mike received the accolade of a Summa Cum Laude diploma while achieving the highest GPA of his graduating class in 2008 with a concentration in Finance. Mike started his career with Equitable Advisors in 2009 with a passion for financial planning and helping others. Mike spent 10 years as a decorated regional vice president at Equitable before becoming the Managing Partner of the Ascendancy Financial Group where he has developed a team of highly specialized advisors that account for over 100 years of combined experience across many disciplines.

Mike has a passion for learning and understands that we must always remain a student of our industry to offer the best solutions that empower our clients to make informed decisions. For this reason, he furthers his education with programs at The American College & at the Faculty Club at Harvard University. Being a firm believer in comprehensive planning and a power user of eMoney planning tools, as Mike understands his client's situation, feelings and family dynamics that shape their current situation, he will explore the possibilities of where they would prefer to be in the future while planning for inevitable surprises along the way.

Mike's accolades in his industry include being a member of the Elite Advisor Group, which is a group of the top advisors within his current organization, recognition among the Million Dollar Round Table, recognition from Equitable Advisors in the Hall of Fame, awards from Wealth & Finance since 2017 as a top money manager and financial planner in the industry, and is recognized as a Five Star Wealth Manager by Five Star Professional*.

Michael currently resides in Naples, Florida with his wife Ashleigh and his children Leo, Chase, Milo, Phoenix and Ivy. Mike's interests include mentoring others in his industry, real estate development & design, and spending time with his family. Mike's charitable interests include the Special Olympics and many not-for-profit 9/11 organizations. Mike’s family & friends were deeply effected by 9/11 and it has been a passion of his to work within this community.

For more information about Michael's expertise, please visit michael-maggiore.com

Michael's professional qualifications are:

Life & Health insurance in various states
FINRA Securities registrations: Series 7, 24, 66

Columbia University Certified Holistic Financial Coach

 

* This Five Star Wealth Manager Award was given on December 12, 2021, remains valid for the year of 2022 and is administered by Crescendo Business Services, LLC (dba Five Star Professional). Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award. The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP’s receipt of a certificate of completion of the Holistic Financial Coach Program. In collaboration between Columbia University’s Coaching Center of Excellence and Equitable Advisors’ affiliate. Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. Columbia’s Coaching Center of Excellence ahs earned a global reputation as the “Ivy-league” of evidence-based, high-impact coaching education and training. To verify that a Financial Professional has earned and holds the title in good standing, contact Lynsey Capone-Smith at lynsey.caponesmith@equitable.com.