Michael R. Flynn, CFP<sup>&reg;</sup> - Financial Advisor

Michael R. Flynn, CFP®

RICP® AAMS™

Financial Advisor

Edward Jones

40 Park Pl, Suite 107
Newton, NJ 07860
FINANCIAL ADVISOR'S WEBSITE
(973) 383-3032 CONNECT WITH Michael
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General

Michael Flynn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Edward Jones in Newton, NJ and the surrounding communities.

Financial Advisor Overview

With over 25 years of financial services experience, I advise private, high-net worth individuals and affluent families on how to invest their portfolios and plan their finances to meet their financial goals. Through Peapack Private Wealth Management, I offer a wide range of services including risk, investment, tax, retirement, and estate planning.

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Financial Advisor Experience

I began my career as a financial advisor with Edward Jones in 2008, and have over 25 years of experience performing in various roles within the financial services industry. I've worked as a Compliance Regulatory Examiner at FINRA and a Compliance Officer for Deutsche Bank Securities, UBS Financial Services and The Prudential. I hold an M.B.A. from Saint Peter's University, and am a graduate of The College for Financial Planning. I'm a CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist?. I'm also a proud veteran of the United States Air Force.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RICP

Insurance Licenses

  • Life insurance: NJ
  • Health/disability insurance: NJ
  • Fixed annuities: NJ
  • Variable annuities: NJ

Broker-Dealer Affiliation

Edward Jones
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources