Advisor profile


My approach

Michael C Sasso - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Michael C Sasso - My approach photo

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 24 - General Securities Principal Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Education

  • MBA, Iona College, New York, NY, 1980
  • Bachelor of Business Administration, Iona College, New York, NY, 1975

Interests

Spending time with my family

Volunteering

Outdoor activites

Community participation

Volunteer for Salesian High School, New Rochelle, NY

Sprout Creek Farm, Poughkeepsie, NY

Professional associations

  • Iona College Alumni Association

Previous experience

  • Managing Director, MJ Whitman, 1989-2017