Michael Zoli CFP

“My clients are incredibly important to me, and I am dedicated to making their financial life better from the moment we start working together. Investment management and financial planning are core services that I offer to help my clients realize their financial dreams. With years of providing investment management services and utilizing a systematic approach to help manage my client’s investments, together we will meet your goals and aspirations. For more information, please visit my investment firm, www.IvyFinancial.com”

Michael Zoli

Certified Financial Planner and Wealth Manager