Michael F. Calafati

Michael F. Calafati

Financial Adviser
Office: 215.256.3233
Fax: 215.256.1260
E-mail:
 

Michael is the President of Calafati Financial Group with over 25 years of experience in the financial services industry. Michael joined New York Life Insurance Company as an Agent  after graduating from Pennsylvania State University in 1995.  Since then, he has focused on providing financial advisory services, with emphasis on retirement planning, estate planning, asset management and business succession planning. Michael's dream was to develop a team of financial professionals who could help clients crystalize their financial objectives, help them to take action and provide ongoing monitoring of the process.

Michael is a Financial Adviser with Eagle Strategies LLC, a Registered Investement Adviser and a Registered Representative with NYLIFE Securities LLC. Through these relationships, resources are available to help in developing a holistic planning platform for his personal and business clients.

Over the course of his career, Michael has been a consistent Qualifying Member of the Million Dollar Round Table* (2007-2020). He is also a member of the National Association of Insurance & Financial Advisors.

Michael received a Bachelor of Science in Management from Pennsylvania State University. He currently holds the Series 6,7,63,and 66 licenses.

Michael resides in Montgomery County, PA with is wife and two daughters.


*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
 

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