Michael Uvenio

With over 23 years of experience as a dedicated financial advisor, Michael Uvenio specializes in delivering personalized, strategic guidance across a broad spectrum of financial planning services. His areas of focus include wealth preservation strategies, business retirement plans, retirement income and planning strategies, and comprehensive investment management. Michael holds Series 7 and 63 securities licenses through LPL and is a licensed New York State Life Insurance Agent as well as a NYS Property and Casualty Broker. He studied Finance and Insurance at Stony Brook University.

Michael's extensive qualifications are matched by a long-standing commitment to helping clients navigate life's financial complexities with confidence and clarity. As an active member of the Financial Planning Association, he remains committed to ongoing professional development and ethical financial practice. He believes in building lasting relationships rooted in collaboration, integrity, and performance. 

Beyond his professional work, Michael is deeply engaged in community service, donating time and support to various local and national organizations. These include Long Island Cares – The Harry Chapin Food Bank, Hope Reformed Baptist Church's outreach program, the American Cancer Society's Making Strides Walk, and the Wounded Warrior Project. His commitment to giving back to the community reflects his values and dedication to making a positive impact.

When not working with clients or volunteering, Michael enjoys spending quality time with his family, traveling, boating, and staying active. Through his personalized approach to financial planning and his commitment to community service, Michael Uvenio provides comprehensive financial guidance that strives to help clients pursue their unique goals and feel more confident and in control of their financial lives.