Michael P Mennella, CFP®, CLU®, ChFC®, CLTC®

Managing Director

Professional

Calling oneself a professional doesn't really make one a professional. As a Wealth Management Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, Michael Mennella has worked hard to establish a reputation as a respected professional and to gain the trust of his clients. Please take a moment to review his experiences and accomplishments.

Education

Michael Mennella is a graduate of SUNY- Stony Brook University with a BS in Business Management and a BA in Economics.

Michael has also earned the following designations.

  • CFP®  CERTIFIED FINANCIAL PLANNER™:  This is one of the most recognized financial planning marks in the world .  CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.  
  • CLU®  Chartered Life Underwriter: This designation symbolizes continuing growth and commitment to professionalism.  It has long been recognized as the fundamental and foremost educational credential for life insurance professionals. 
  • ChFC ® Chartered Financial Consultant: Focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals.
  • CLTC Certified in Long Term Care: CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.

Awards

Million Dollar Round Table (MDRT)

Qualifying Member 2005-2013

Qualifying/Life Member 2014-2015

 

 

 

 NAIFA Awards

 

National Quality Award 2007-2010

NAIFA Quality Award 2011-2015

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck