Michael Rathgaber serves as the Financial Planning Administrative Assistant at the Center for Wealth Preservation, where he supports the Financial Planning and Wealth Management teams in delivering a high level of service to clients working toward their financial goals. He is committed to building strong, trustworthy relationships and approaches his work with a focus on reliability, teamwork, and continuous growth.
Michael graduated from Farmingdale State College, where he developed a strong foundation in financial principles and gained hands-on experience managing portfolios through a school-sponsored internship. As part of a select team, he helped manage an investment portfolio of school donations, where he learned how to analyze ETFs and equities, and gained a genuine interest in markets and the process of financial planning.
Prior to joining CWP, Michael worked as a busser at Oak Chalet, where he developed strong customer service and teamwork skills in a fast-paced environment. This experience taught him how to anticipate needs, stay focused and organized under pressure, and contribute to a seamless client experience, qualities he now brings to his role in financial services.
Michael is driven, analytical, and eager to learn. He prides himself on expanding his knowledge and applying it in meaningful ways that support both his team and the clients they serve. His strong work ethic and attention to detail make him a dependable contributor in a collaborative environment.
Outside the office, Michael values spending time with friends and family. He enjoys playing golf, basketball, skiing, and is an avid fan of the Knicks.
Looking ahead, Michael aims to build meaningful relationships with colleagues and clients while deepening his own knowledge of financial planning and wealth management. He is motivated by the opportunity to help others succeed financially and focus on what matters most in their lives. Ultimately, he hopes to play a role in empowering individuals and families to achieve long-term financial confidence.
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