Meet Mike Pozzi

Mike has over 20 years experience working within the financial services industry. He has held leadership positions in both Investment and Insurance companies, as well as bank and credit union positions.

As the Investment Advisor Representative located at Hawthorne Credit Union, he has developed an approach which is designed to help enable his clients to safely reach their retirement goals, plan their estate, and efficiently transfer their wealth. This is summed up in the Protect, Preserve, Grow philosophy that he uses to guide his planning. The planning is focused on building a trusted relationship with all his clients and tailoring plans to each client’s unique needs.

Email Mike at Michael.Pozzi@securitiesamerica.com!