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Michael LenzoFinancial Advisor

  • 3 Dakota Drive
    #310
    Lake Success, NY 11042

Mike became part of CAPTRUST in 2018 when FCE Group merged with CAPTRUST. He serves as a financial advisor. Mike is experienced in providing trusted, highly skilled, fee-based, client-focused wealth management, investment advisory, and financial planning services, and has a history of maintaining client relationships over the long term and getting to know clients in depth.

Mike’s unique approach focuses on the belief that all clients can get the retirement they want and deserve. His goal is to ensure clients have the ability to get the retirement they want by taking into account their whole financial picture. His motivation comes from his family members who did not have the opportunity to get the retirement they dreamed of.

EDUCATION

  • Bachelor of Science degree in business administration in finance and financial planning from the University of Delaware

Personal Profile

Hometown:
Smithtown, NY
Favorite Book or Movie:
Moneyball | The Longest Yard
Ideal Dinner Guest:
Derek Jeter, Michael Jordan, and Will Smith
Words to Live By:
Some people want it to happen, some wish it would happen, others make it happen.
Qualities I Admire in People:
Loyalty, honesty, and ambition