Michael Simolo
Advance Planning Consultant at Commonwealth Financial Network
Based in Waltham, United States
7-day free trial · no credit card
Seniority
Staff
Department
General Business & Management
Location
Waltham
Industry
Financial Services
Company size
1.6K
Contact information
Reveal Michael's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
m•••••••@commonwealth.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Michael Simolo
I’ve spent most of my career as a Massachusetts estate planning attorney, working with clients to draft, facilitate, and administer estate plans, as well as advising on related topics. For me, the best part of my career involved educating clients on both the “why” and the “how” of their estate plans – talking over why a given strategy was or was not advisable in any circumstance. Since 2022, I’ve continued in that educational role – and expanded it – through my current position as an Advanced Planning Consultant at Commonwealth Financial Network ®, helping advisors think through a broad range of topics relating to their clients’ estate and financial plans. Commonwealth Financial Network®, Member / Please review our Terms of Use: Opinions expressed on this page are personal and do not represent Commonwealth Financial Network®.
Decision-makers
Other people at Commonwealth Financial Network
- RDManager
Rob Devine
Supervisor, Service Center · Customer/Client Service
- RSManager
R. Stuart Holden
Wealth Advisor · Finance & Accounting
- MCOther
Monika Chmielinski
Recruiter and Program Specialist · Other
- BHDirector
Ben Hejhal
Director Corporate Finance · Finance & Accounting
- ANStaff
Andrew Nguyen
Financial Planning Associate · Finance & Accounting
Build a list of verified contacts at Commonwealth Financial Network
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Michael
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime