Michael Lenzo, CFP®

Senior Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Michael Lenzo is a wealth management financial advisor based in Lake Success, NY.

Mike joined CAPTRUST in 2018 after working with FCE Group, and currently serves as senior financial advisor. He holds a Bachelor of Science in finance and financial planning from The University of Delaware.

With a focus on providing trusted, highly skilled, fee-based wealth management, investment advisory, and financial planning services, Mike has built a reputation for fostering long-term client relationships. He takes pride in getting to know his clients on a personal level and tailoring his services to meet their unique needs. One of Mike’s specialized areas is defined benefit plans for firefighters (LOSAPs), in addition to serving individuals seeking comprehensive financial guidance.

Mike’s philosophy centers on the belief that all clients deserve the retirement they desire. He is dedicated to helping clients achieve their retirement goals by carefully considering their entire financial situation. His drive stems from witnessing family members who were unable to realize their retirement dreams.

Education

  • Bachelor of Science degree in business administration in finance and financial planning from the University of Delaware

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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