Michael Sternberg


Michael Sternberg helps prepare financial plans and provides support for processing client service needs. This includes conducting investment research and assisting with analysis, rebalancing, and administration of investment portfolios. His prior work experience includes positions at UBS, Robinhood, and Treasury Partners where he worked in trading and paraplanning roles.

Michael holds a B.A. in Business Economics and Finance from the State University of New York at Oneonta.

On the personal side

A Long Island native, Michael loves traveling. He’s taken his travel companion—a pup named Buddy—to six states so far. He’s also a sports and fitness kind of guy. A weightlifter who’s into nutrition, he considered a career in physical therapy at one time. Golf, basketball, and surfing have also captured his interest. He’s surfed beside a seal in the Hamptons, but has yet to get barreled by a wave.

What Michael brings to the table

Chicken cutlets—plus a delicious fruit platter that’s hopefully produced from his own garden one day!

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Steven Mula, CFA®

Chief Investment Officer

Jessica Evans

Client Services Manager, Chief Compliance Officer

Adam Kohler, CFP®

Director of Financial Planning

Nejad Abo-Hamzy, CFP®

Financial Planner

Amy Vasili


Danielle Moss

Client Service Associate

Jami Regan

Administrative Assistant

Jack Stankoven, CIMA®

Portfolio Manager