Michael Cona CFP®, CIMA®, CRPC®| Managing Director, Partner

Michael Cona

Michael Cona is a Managing Director and Partner of Clarity Point Financial Partners. He brings more than 25 years of experience in the financial services industry to the team.

Mike oversees the financial planning process for the team. By taking the time to get to know each client’s specific circumstances, goals and concerns, he is able to design personalized financial plans that can act as a roadmap to the future. Mike also works closely with clients’ tax and legal advisors to help ensure that the team’s recommendations align to help protect and grow our clients’ wealth. He also meets with clients regularly to confirm they are on track to meet their goals.

Prior to Hightower, Mike served as a Vice President and Wealth Management Advisor at Merrill Lynch for almost 10 years. Before that, he spent the first nine years of his career with Susquehanna International Group, where he traded both equities and options. Three of those years were spent on the floor of the Philadelphia Stock Exchange.

Mike received his Bachelor of Science degree from Drexel University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Charter Retirement Planning Counselor® (CRPC®) and Certified Investment Management Analyst® (CIMA®) designations. Mike holds the Series 7, 55, 66, Life and Health Insurance licenses.

In addition to supporting various local charities, Mike is a member of the Investments & Wealth Institute®, the South Jersey Chapter of the Society of Financial Service Professionals, and the Lambda Chi Alpha Alumni Association. He lives in Voorhees with his wife, Lynne, and their two children.

Five Greentree Centre
525 Route 73 North, Suite 306
Marlton, NJ 08053
(856) 291-9300

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