Mike Zarrelli, CFP®, EA

As a CERTIFIED FINANCIAL PLANNER® professional, Mike helps people enjoy their wealth today and tomorrow. He partners with clients to optimize their finances, set meaningful goals they actually want to achieve, and avoid costly mistakes, like overpaying in taxes or making the wrong moves during turbulent markets. The goal is to reach a place where their money supports their most fulfilling life (whatever that means to them). Personal finance isn’t just his job; it’s a hobby!

Mike studied personal finance and accounting at Salisbury University. During his time in school, he was actively involved in the Financial Management Association and served as treasurer of his fraternity, Pi Lambda Phi. He holds the CERTIFIED FINANCIAL PLANNER® and Enrolled Agent (EA) designations and is a member of the Financial Planning Association.

Outside of work, Mike is an outgoing family man who finds joy in spending time with his wife and large Italian family, relaxing at the beach, and renovating his house. He married his college sweetheart, and they have a 100-pound Bernese Mountain Dog they love to walk. He’s also an avid sports fan (Go Commanders!), touch rugby player, golfer, and enjoys staying active by working out.