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®) designations and am proud to have been named one of the “300 Most Influential Advisors in Defined Contribution” by 401kwire.com¹.
1. 401(k)wire.com “300 Most Influential” list is based on nominations from industry and publication staff. The list is selected based on input from nominees and analysis of objective criteria including statistics about the advisors’ practices gathered directly from the advisor.