Michael Aloi — Summit Financial | Your Money Matters
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Senior Wealth Management Advisor at Summit Financial

Michael Aloi

Michael Aloi is a Certified Financial Planner and an Accredited Wealth Management Advisor with over 22 years of experience. He holds a master’s degree in Personal Financial Planning and specializes in advising executives on their company stock and financial planning. He has written for other major publications including Journal of Accountancy, The Tax Adviser, The Motley Fool, Kiplinger’s Wealth Creation Channel, and he writes a monthly blog on financial tips for executives.

Michael Aloi is a Certified Financial Planner and an Accredited Wealth Management Advisor with over 22 years of experience. He holds a master’s degree in Personal Financial Planning and specializes in advising executives on their company stock and financial planning. He has written for other major publications including Journal of Accountancy, The Tax Adviser, The Motley Fool, Kiplinger’s Wealth Creation Channel, and he writes a monthly blog on financial tips for executives.

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December 22, 2022 8 min read

Protect Your Assets: How to Create a Personal Risk Management Plan
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Pre-tax, Roth or Both? Help Grow Your Net Worth With These 401(k) Hacks for High Earners
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November 5, 2021 8 min read

4 Savvy Tax Moves High-Net-Worth Execs Should Consider in 2021 Before It’s Too Late