Michael Del Re, III, AIF®, ChFC®, REBC®

As PCIA’s Managing Partner in the Northeast, my primary focus is on the design, implementation and management of employer-sponsored retirement plans. I am honored to have had the opportunity to educate others as a presenter at various industry events.

In addition to my retirement plan clients, I serve a diverse clientele of individuals and families who benefit from the formalized portfolio construction and review processes utilized by our firm’s corporate clients. By leveraging the firm’s suite of financial planning solutions available, I remain able to deliver comprehensive and personalized solutions with the exceptional service my clients expect and deserve.

I hold a bachelor’s degree in finance from Bentley University. I also have earned the Accredited Investment Fiduciary® (AIF®) Designation from University of Pittsburgh, Katz School of Business, FINRA Series 6, 63, and 65 securities registrations and life and health insurance registrations. I continue to invest significant hours in continuing education for my Chartered Financial Consultant® (ChFC®), and Registered Employee Benefits Consultant® (REBC®) designation and am pleased to announce that I recently became an Adjunct Lecturer for TPSU (The Plan Sponsor University). TPSU develops content for business owners, benefits specialists and Plan Sponsor Fiduciaries in conjunction with the UCLA Graduate School of Business. TPSU core areas of in-person study include strategies to improve participant outcomes, navigating the regulatory environment, limiting fiduciary liability, effective plan management and running an effective Investment Committee.

Contact Michael Del Re, III, AIF®, ChFC®, REBC®

Name(Required)