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.
Series 6, 7and 66
Life, Health Insurance, Disability and AARP Medicare Certified