Michael Mandel has been providing clients with financial planning and business consulting services since 1996. Currently, Michael serves more than 300 clients with financial, retirement, risk management, tax planning and investment management services. In addition to providing financial and tax planning advice, he manages multi-million dollar portfolios for his clients.
In 2008, Michael became an independent financial advisor with Royal Alliance Associates LLC in Old Tappan leaving UBS in order to provide a more comprehensive range of financial planning and investment management services to his clients. Now, having joined LPL Financial, he has created unlimited potential for his clients. Specifically working with individuals, entrepreneurs, professionals, small businesses, corporations, and estates, Michael actively participates in the management of his clients’ finances. He is dedicated to developing lasting relationships and focuses on providing exemplary client service.
Michael continues to invest in ongoing education to identify new tools and techniques that will help his clients work toward their goals. He frequently contributes to national industry conventions and seminars and maintains strong affiliations with major financial institutions.
Michael attained a BA in Education from St. Michael’s College in Winooski, Vermont and an MA in Administration from William Paterson University. He is Series 7 and Series 65 registered through LPL Financial. He lives in nearby Ramsey and has four children. Michael is also a Ski Coach and a basketball official in his “spare” time.