Michael Abate


... NJ,


About Michael Abate

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)