Michael A. Mendillo Jr, CFP®

Michael A. Mendillo Jr, CFP®

Wealth Advisor

Roger Williams University, Gabelli School of Business

CERTIFIED FINANCIAL PLANNER™ Professional

New York University – School of Professional Studies, Financial Planning Certificate

University of Pennsylvania - Wharton Online, Economics of Blockchain and Digital Assets

Mike Mendillo, Jr., serves as a dedicated Wealth Advisor at Lobo & Pascale Wealth Management, LLC, based in Wallingford, Connecticut. His lifelong connection with Wallingford has inspired a sense of fulfillment, acknowledging the support received from the community and now paying it forward by assisting individuals in attaining financial stability.

In his role as a Wealth Advisor, Mike is devoted to immersing himself in the personal narrative of his clients, comprehending their aspirations, and tailoring a financial roadmap that extends beyond mere figures on a page.

Guided by the values of hard work instilled by his parents, Mike is committed to exceeding client expectations, both professionally and personally. His vision extends beyond local boundaries, aiming to support clients across the country while cherishing the opportunity to contribute meaningfully to his community.

Beyond financial advisement, Mike cultivates personal passions. Alongside his wife, Emma, Mike eagerly anticipates embarking on a journey to explore new destinations. Together, they look forward to a lifetime of travel, and many memories to be made with their friends and family. He hones his golf skills and shares the joy of fishing with his father while exploring new lakes together. As an avid sports enthusiast, he passionately supports various teams and treasures moments spent with family and friends.

A graduate of the Mario J. Gabelli School of Business at Roger Williams University, Mike fostered lifelong friendships and developed a skill for building meaningful connections, a cornerstone of his approach in both personal and professional realms.

Beginning his career as a Junior Associate with Lobo & Pascale Wealth Management, LLC in 2014, Mike mastered the nuances of financial advisory, learning under the guidance of seasoned mentors Jeremy Lobo and Chris Pascale. His specialization now focuses on helping Millennials, Pre-Retirees, and healthcare professionals plan for financial independence, a source of great satisfaction and success.

One of his proudest accomplishments was becoming a CERTIFIED FINANCIAL PLANNER™ Professional in 2019. Moreover, he was humbled that Five Star Professional named him a “Top 40 Under 40” advisor and was featured in the February / March 2023 edition of Fortune magazine, notably for the ease in which he helps everyone from Millennials to those nearing retirement prepare for their golden years. 

 

2020-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in November, 2023 based on data gathered within 12 months preceding the issue date. 3,564 advisors were considered, 313 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.