Mitchell Calabrese

Mitchell and his team strive to provide individuals with a comprehensive financial planning approach that helps clients not only accumulate wealth but protect their assets. Mitchell serves his clients in several areas including Retirement Planning, Asset Management, Risk Management, College Savings and Estate Planning.

When Mitchell is not working with clients, you will find him in the outdoors, hiking, skiing, playing golf or spending time with friends and family.

Mitchell holds his FINRA Series 7, 6, 65 & 63 registrations, as well as his NYS Life and Health licenses. He graduated from the University of Albany’s Massry School of Business with a major in Finance and Management.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.