Envestnet | MoneyGuide
Michael Cocchiola, FPQP™️, has extensive experience in financial and personal training support. Since January 2016, Michael has served as the Chat Support Shift Lead at MoneyGuidePro® created by PIEtech, Inc., where responsibilities include addressing financial advisors' inquiries and assisting team members with complex cases. Prior to this, Michael provided consumer support for retirement planning using myMoneyGuide software and worked as a personal trainer at Williamsville Wellness, where individualized training and nutritional plans were developed for clients. Michael is an alumnus of Virginia Tech, holding a Bachelor of Arts in Communication, and has furthered education in financial planning and health and exercise certifications.
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Envestnet | MoneyGuide
MoneyGuidePro® G4 raises the bar, making the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.