Michael DeMatteo Jr., RICP ®

RETIREMENT INCOME CERTIFIED PROFESSIONAL®,
WEALTH ADVISOR

Growing up in the financial services industry gave Mike, our associate wealth advisor, a real understanding of the positive impact you can have on people’s lives. Hearing his parents talk about the success that families were able to achieve inspired him to want to become part of the firm. His mother and father, the firm’s founders, continue to be his biggest influence.

 

Mike Jr. graduated from University of North Carolina at Chapel Hill in 2013 where he earned his Bachelor’s Degree in Economics. He recently attained his RICP (Retirement Income Certified Professional) designation.

 

Shortly after graduation, Mike joined 10-15 Associates. As an associate wealth advisor, Mike performs portfolio reviews for his clients as well as income analysis for his clients and those of other wealth advisors. Mike assists with bond research and tracks the activity of holdings within the company’s portfolio. Mike is also actively involved in new business development and securing new clients.

 

One of the most fulfilling aspects of the job for Mike is being able to help people achieve goals that they have worked on their entire lives. He finds it extremely rewarding to be able to tell a client that he or she can retire comfortably. One of his favorite memories is when a client told him that the mortgage plan they created allowed her to purchase her dream home efficiently.

 

Mike is an avid sports fan and enjoys working out, playing golf, and following his favorite teams—the LA Lakers, UNC Tar Heels, and Tennessee Titans. He also enjoys reading and spending time with his family and friends. Mike supports St. Jude’s Children’s Hospital and the Jimmy V Foundation. His professional mission is to become a top expert in the field so that he can be the ultimate resource for his clients.

“I am the master of my fate: I am the captain of my soul”
William Ernest Henley
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