Michael Samoska joined Valenti Wealth Management in 2021. His focus is on supporting all aspects of client service, including helping to conduct client reviews, assisting in the preparation of retirement and financial plans for clients, working with our retirement plans for small businesses, and ensuring clients experience exceptional service. He holds the Accredited Investment Fiduciary® designation as well as the Accredited Portfolio Management AdvisorSM designation awarded by the College for Financial Planning. He is also a Registered Representative of LPL Financial where his FINRA Series 7, and 66 are held, along with his insurance license. He started in the financial services industry in 2017 and prior to joining the Valenti team, worked as an advisor with Ameriprise.
Michael received his Bachelor’s in Finance from Central Connecticut State University in New Britain, CT. Born and raised in Woodbury, CT, Michael now lives in Wethersfield, CT with his girlfriend. Michael’s hobbies include, tennis, golf, and automobiles. He enjoys spending weekends during the warmer months up in Lake George, NY and visiting Lime Rock Park in Salisbury, CT.