19 North County Line Road
Michael J. Sosa, AIF®
Principal & Managing Director
Mike began his financial career in the Corporate world in 1987, during which time he co-managed a quarter billion fund for a large non-profit organization and co-managed a private label JP Morgan Chase mutual fund.
In 2004, he founded the Premier Financial Investment Group, LLC (PFIG) with the vision of providing a full-service firm that was independent of the large brokerage firms and, therefore, could provide products and services that are in the best interest of the client.
In 2011, he co-founded RPS Partners, whose mission was to provide affordable retirement programs for small businesses.
In 2017, RPS Partners and PFIG combined to form a more diversified full-service firm whose purpose is to service individual investors and the small business community.
He has made numerous 401k educational seminars for company employees in order to assist them on the merits of retirement savings.
Mike graduated from Pace University where he studied accounting during undergraduate studies and migrated to graduate studies in finance. He also obtained the following certifications and designations:
Futures and Options- Northwestern University, Evanston, IL
PPC designation-Professional Plan Consultant-Robert Moore University. Pittsburg, PA
AIF designation-Accredited Investment Fiduciary-FI360
Mike also gives back to the community by serving (over the past 6 years) as Chairman of the Investment Committee (as a volunteer) for the Felician School for Exceptional Children- a school for students with special needs.
Mike resides in Howell Township, with his wife of 44 years, and in the same town they raised 5 children, who have provided him with 10 grandchildren.
Securities Registrations: Series 6, 7and 66
Insurance Licenses Life, Health Insurance, Disability and AARP Medicare Certified
Director- Tax and Estate Planning
Mike joined Premier Financial Investment Group, (LLC) in 2020 as the Director of Tax & Estate Planning and is also a Financial Advisory Consultant. His background includes experience in the corporate world as a Corporate Controller and as a Director of Treasury & Tax. Additionally, Mike previously served as a Master Tax Advisor for H & R Block. Mike earned a BS in Accounting from Rutgers University and went on to earn a Master’s in Taxation from Seton Hall University’s W. Paul Stillman School of Business. Mike is also an Enrolled Agent (EA) licensed to represent clients before the IRS in all tax related matters. Mike has a CTP (Certified Treasury Professional) designation. Part of his management skills were developed while serving over 18 years as an officer in the New Jersey Army National Guard & Reserves. Mike served in various roles including Platoon Leader, Company Executive Officer and Company Commander.
His broad range of experience in both corporate, individual taxation and treasury products is an asset to our team and more importantly to our clients. His experience compliments our ability to provide a holistic one stop financial service firm.
He currently resides in Millstone Township with his wife and has two children.
SIE (Security Industry Essentials)
Series 7, 66
Life, Health and Disability
Director of Communication and Marketing
William Paterson College, Bachelor's DegreeMarketing, and Communications
Notary Public and Office Manager
Susan E Geist
Susan has over 40 + years of experience in the financial industry which began in 1979, in the banking industry. Susan began her career as a Customer Service Representative assisting with the opening of new accounts, IRAs, loans, and mortgages. She quickly earned a position as an Administrative Assistant. In 1998, she was promoted to Branch Manager. She spent the last eleven years of her banking career as Branch Manager before leaving the banking industry to venture into the investment side of the financial industry.
In 2010, Susan began working for Michael J Sosa, Managing Director of Premier Financial Investment Group, LLC where she oversees the administrative duties for the firm and provides customer support for clients and prospects.
She has been a Notary Public for the past 36 years and maintains this as a service to assist our clients as needed.
Susan has been a resident in Howell Township for the past 45 years.
Director - Insurance Products
Matt joined Premier Financial Investment Group, (LLC) in 2017 as the Director of Insurance Products and ultimately became a licensed Register Representative and Financial Consultant. He has experience in all aspects of individual insurance needs, including whole life and term policies. Additionally, Matt has experience providing life insurance products through multiple Knights of Columbus chapters in New Jersey. In 2020, Matt began his transition into financial planning and investment management. He is currently expanding his client base by providing portfolio management, wealth preservation and financial planning services. He has developed a systemic approach to analyzing individuals’ needs which helps in developing a customized financial strategy that meets the client and or prospects needs.
Matt graduated from The Pennsylvania State University with a focus in Labor and Employment Relations. His education has helped him in communicating clear and concise strategies with clients and prospects, while at the same time, developing relationships with them.
He resides in Manasquan with his wife and two sons, coaching baseball throughout the year.
Series 6, 63, and 65
Life, Health, and Accident
Director of Business Development
Stephen joined Premier Financial Investment Group, (LLC) in 2020 and is currently serving as Director of Financial Planning and has become a Registered Representative and Financial Consultant. He specializes in offering comprehensive investment management and retirement planning solutions for both individuals and groups, whether they are just starting their careers, or mid-retirement. Stephen’s approach to planning focuses on prioritizing the clients wants and needs and creating a realistic path forward to help achieve them.
Along with his formal training in the Financial Planning industry, Stephen brings 10+ years of experience working in the fields of international business, and supply chain as well as 5+ years of experience working in management roles for Fortunate 500 companies.
Stephen graduated from the University of Tampa with a focus on Business Management and has received an MBA from Monmouth University. Outside of work, Stephen resides in Wall Township with his wife and three children.
SIE (Securities Industry Essentials)