Michael Venezia

Mike Venezia brings over 30 years of experience as a financial advisor, offering clients a seasoned perspective and a deeply personalized approach to wealth management. He believes that effective financial guidance begins with a thorough understanding of each client’s family, financial circumstances, and personal values—ensuring that every strategy is aligned with what matters most to them.
Mike was named to Forbes "Best-in-State Wealth Management Teams", 2024-2025 as part of The Guidoboni Venezia Group.
_{(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)}
Mike is a graduate of Colby College and holds FINRA Series 7 and Series 66 registrations. He is also a Chartered Retirement Planning Counselor™ (CRPC™) professional and Certified Plan Fiduciary Advisor® (CPFA®) designee, reflecting his commitment to professional excellence and retirement plan experience.
A lifelong resident of Watertown, Massachusetts, Mike continues to serve his community with the same dedication and integrity that have defined his career.

_{*2025 Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.}