Michael Primo

Financial Advisor

~ Financial Advisor, Proud Father, Tennis and Automotive enthusiast, Food supporter, Travel fanatic, and
History Buff ~

“Planning is not just a game of checkers but a game played on a three dimensional chess board."

-Michael Primo

Michael’s Passion
As a veteran in the financial world since 1998, Michael’s greatest satisfaction comes from providing
individuals and their families the ability and assurance to be able to do more of what they love. Helping
clients to obtain freedom to realize their goals through customized, and value driven sound Financial
advice.

Michael’s Background
Michael graduated From William Paterson University of New Jersey earning his Bachelor of Science in
Business administration in January of 1998. In January of 1998 He began his career working for Kissel
Blake, on Wall St, in the Merger and Acquisition department.

Since 2001, Michael has been working with Public and private employees, their spouses and families. He
provides objective education regarding how to plan for their financial goals and retirement on multiple
fronts. He provides objective education regarding how to plan in making the most of the Florida
Retirement System pension options, D.R.O.P., Federal Employees Retirement System (FERS), retirement
accounts, Social Security options, investments and Insurance. He also specializes in creating and
administrating retirement plans for small business and their employees.

Michael lives in Weston, Florida and is married to Ingrid Primo. They have two children together, Gianni
and Briella. They enjoy spending time together as a family traveling and attending sporting events.

Registered Representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. National Retirement Solutions and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of FL, GA, NJ. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.

Cambridge form CRS

Michael Primo is securities licensed in the states of FL and NJ. Michael Primo is insurance licensed in the states of FL, GA, and TX. He holds the Series 6, Series 63, Series 65, life, health, and variable annuity licenses.