Broker Check
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

Michael A. Mendillo Jr. is a Wealth Advisor at Lobo & Pascale Wealth Management, LLC, headquartered in Wallingford, Connecticut. Being a resident of Wallingford, Mike always tells his clientele that it’s funny how some things come full circle in this town. The people of Wallingford were always there to help him, from little league baseball to the days Mike coached youth basketball for his town. Mike now has the chance to return the favor by helping those same members of the town achieve financial stability. While he is looking forward to working with clients across the country, it’s a special feeling to give back to his community. Mike’s mother and father taught him the value of hard work at a very young age and he has instilled that in his day to day activities as he continues to grow both professionally and personally by always striving to go above and beyond to help his clients and all those who surround him.

On a more personal note, Mike is always working on improving his golf game and tries to get out on the links as often as possible. Mike also enjoys fishing for bass with his father. They love to fish in tournaments and always enjoy exploring new lakes together. Mike loves watching all sports and is a big supporter of the New York Mets, New York Giants, UConn Huskies Men's Basketball, Clemson University Football, and Boston Bruins. He loves to hangout on the weekends with his family and friends and is always trying to explore new cities with his wife, Emma. They are looking forward to a lifetime of travel together where they can check off destinations from their bucket list. While they love hearing about new travel spots, they are always up for a weekend trip to see a country music concert. Mike and Emma are the first in line whenever Thomas Rhett, Kenny Chesney and Florida Georgia Line come to New England.

Mike earned his Bachelor of Science from the Mario J. Gabelli School of Business at Roger Williams University where he was a double major in Finance and Business Management. It was in the small town of Bristol, Rhode Island where he met some of his best friends and began making memories which will last a lifetime. Even after college, they still talk daily and started taking annual trips together as a way to stay connected. 

After graduation, Mike was fortunate enough to team up with Lobo & Pascale Wealth Management, LLC where he began his career as a Junior Associate in June of 2014. Through this role Mike learned the business from the ground up and offered fresh perspective to analysis of stocks, ETFs, and mutual funds for portfolios. Jeremy Lobo and Chris Pascale both acted as mentor figures grooming Mike to learn how to effectively help pre-retirees and retirees successfully prepare for, transition into, and live comfortably during retirement. Mike has now worked his way into an advising role at the firm where he thrives on helping craft tailored financial plans for each individuals needs ranging from young professionals to retirees. One of Mike’s proudest accomplishments was becoming a CERTIFIED FINANCIAL PLANNER™ professional. Only 5.10% of people with this designation are under the age of 30.

 

 

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,048 Connecticut-area wealth managers were considered for the award; 285 (9% of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.