Michael A. Abate, AIF®, CRPS®
Consultant | Retirement Plans | Personal Investments
My professional career in financial services began in 1994; my experience spans institutional sales, private client money management, pension and 401(k) plan relationships. My success stems from maintaining a strong commitment to the development of long-term client relationships, offering solutions aligned with each client’s needs. I am a Registered Investment Advisor Representative and also hold the Accredited Investment Fiduciary (AIF®) and Chartered Retirement Plan Specialist (CRPS®) designations.
Since 2002 I have focused on helping small to mid-sized 401(k) plan sponsors manage their corporate retirement plan by providing fiduciary investment services and other 401(k) consultative services, concentrating on a reduction of employer / plan sponsor fiduciary risk, overall plan expenses and improved, long-term participant outcomes. During my career I have managed and provided fiduciary investment and consultation services to individual investors and 401(k) plans with a combined total value of over $400,000,000.
(917) 613-5827 (cell) (908) 287-2251 (direct)
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940.