Michael Carretta
Mars
Summary
Financial professional with expertise in providing strategic financial advice and retirement planning. Skilled in translating complex financial information into understandable terms for clients. Proven track record of building lasting client relationships through customized financial solutions.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Business Development Director
Bridge Point Wealth Partners
Monroeville
07.2025 - Current
- Conducted regular performance reviews of Business Development Team to identify improvement areas and provide feedback.
- Collaborated with team members on client presentations and proposals to enhance effectiveness.
- Engaged in client meetings to assess financial needs and objectives for tailored solutions.
Private Wealth Advisor
Ameriprise Financial
Monroeville
03.1995 - 06.2025
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Presented clear explanations of complex financial concepts in a way that was easy for non-experts to understand.
- Advised clients on ways to reduce taxes liabilities through strategic investing techniques or charitable giving programs.
- Utilized financial planning software to create projections, scenarios, and plans tailored to individual client needs.
- Delivered personalized retirement planning advice, including pension analysis and 401(k) strategy optimization.
Education
MBA - Business Administration
Robert Morris University
Coraopolis, PA08-1990
Bachelor of Science - Accounting
Point Park University
Pittsburgh, PA04-1986
Skills
- Presentation skills
- Clear communication
- Client relationship management
- Financial analysis
- Problem solving
- Needs assessment
Certification
- CFP
- APMA
Timeline
Business Development Director
Bridge Point Wealth Partners
07.2025 - Current
Private Wealth Advisor
Ameriprise Financial
03.1995 - 06.2025
MBA - Business Administration
Robert Morris University
Bachelor of Science - Accounting
Point Park University
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