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Michael Bozzone

Financial Advisor | CHFC®, CFP®

Michael is an Investment Adviser Representative and CFP® professional at Cornerstone, providing personalized, fiduciary financial advice and comprehensive planning for individuals, families, and small businesses. He helps clients make informed decisions and build long-term strategies that support both their financial goals and overall well-being.

Clients know Michael for his generosity, perspective, and ability to bring clarity (and humor) into what can otherwise feel like stressful financial conversations. He approaches his work with wisdom and empathy, focusing not just on sound advice, but on helping clients feel confident and at ease about their financial lives. Peace of mind is central to his work, especially knowing the impact financial decisions have on the people clients care for most.

Drawn to the profession by the independence and integrity of being a CFP® professional, Michael finds the most meaning in guiding individuals and families toward healthy, confident financial lives built on trust.

Outside of work, Michael spends every Friday with his two youngest children, a weekly tradition he values immensely. He enjoys history podcasts like Dan Carlin’s Hardcore History, biographies of influential leaders, and (when words fall short) listening to Metallica.

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