Capital Financial Partners Welcomes Michael Alessi Jr. as Senior Wealth Management Advisor and Retirement Plan Consultant
Capital Financial Partners Welcomes Michael Alessi Jr. as Senior Wealth Management Advisor and Retirement Plan Consultant
Capital Financial Partners, LLC, a private wealth management firm based in Baltimore, is pleased to announce the addition of Michael Alessi Jr. as Senior Wealth Management Advisor and Retirement Plan Consultant.
Michael brings more than 20 years of financial services experience to Capital Financial Partners, working with individuals, families, and business owners on investment management, retirement planning, and employer-sponsored retirement plans. In his new role, Michael will work directly with clients on comprehensive financial planning and investment strategy, and will help lead the firm's growing retirement plan consulting practice, supporting business owners and plan sponsors with plan design, fiduciary oversight, and participant education.
A Baltimore County native, Michael earned his undergraduate degree from Stevenson University (formerly Villa Julie College) and his graduate degree from Towson University. He is Series 65 licensed and holds the Accredited Investment Fiduciary (AIF) designation.
"Michael is exactly the kind of advisor our clients are looking for," said Ryan Salah, Partner at Capital Financial Partners, LLC. "He is thoughtful, responsive, and genuinely invested in getting things right for the families he works with. His experience on the retirement plan side also gives us more depth in an area where our business owner clients need a trusted resource. We are excited to have him on the team."
Capital Financial Partners, LLC specializes in investment management, financial planning, retirement plan consulting, risk management, estate and tax planning coordination, and business succession planning. Through its partnership with Meridian Tax Advisory, LLC, the firm also offers tax preparation and tax planning services.
Lauren Beetle
Lauren@cfpmd.com
410-568-7613
View source version on businesswire.com: https://www.businesswire.com/news/home/20260922444521/en/
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