Mitchell Calabrese began his financial planning practice in 2019 after earning a Bachelor of Science in Finance and Management from the University at Albany’s Massry School of Business. He enjoys working closely with clients to help them better understand their overall financial picture and navigate important long‑term planning decisions.
Mitchell works with individuals, families, and businesses on a range of planning topics, including wealth management, retirement income and distribution considerations, and estate planning and asset transfer strategies. He takes pride in helping clients understand financial concepts and explore planning options aligned with their personal goals and circumstances.
He holds FINRA Series 7, 6, 63, and 65 registrations, along with New York State Life and Health insurance licenses, and is licensed to conduct business in 16 states.
Mitchell lives in the Albany, New York area with his fiancée, Gabrielle. Outside of the office, he enjoys spending time outdoors hiking, skiing, and playing golf, as well as spending time with family.