Michael F. Marchese - CFP®, AIF®, CPA
Managing Principal and Director of Wealth Management
Michael is a founder and managing principal of Axial Financial Group℠ and oversees Axial’s Wealth Management division. Michael graduated with a B.S. from Merrimack College with a major in accounting, he is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® designee and a CPA, formerly of Price Waterhouse Coopers.
Michael has been in the financial services industry for over 20 years and enjoys the challenge of working with his clients on complex financial issues. He is a member of the Financial Planning Association, the Massachusetts Society of CPAs, as well as the American Institute of CPAs. Michael holds FINRA Series 7, 63, and 65 registrations as an Investment Adviser Representative of Commonwealth Financial Network.
Michael is a Burlington Town Meeting Member and very active in his community. He coaches youth baseball and hockey, and enjoys having the chance to work with young athletes. He is a lifelong resident of Burlington where he lives with his wife Stephanie and his three children; Samantha, Kaitlyn and Michael.