Financial Advisor
Mike Chiarella brings over 14 years of experience in the financial services industry to his role as Financial Advisor at WealthBridge. Throughout his career, Mike has had the opportunity to learn the business from the inside out—gaining hands-on experience in everything from operations and client service to advanced planning and investment strategy.
His career began at Prudential’s participant service center, helping individuals navigate their employer-sponsored retirement plans. He went on to support variable annuity and life insurance products at New York Life, and later held roles in sales support, case design, and management at Eagle Strategies and City National Rochdale. Most recently, Mike worked with Equity Services, supporting financial professionals across the country and contributing to the expansion of the firm’s advisory business.
Mike holds Series 7, 63, and 65 licenses, as well as Life, Accident, and Health insurance licenses. He earned his MBA from Rutgers University and is currently completing the education component of the CFP® certification.
Mike believes that every client deserves a relationship built on trust, a plan rooted in clarity, and the confidence to make informed decisions. His planning-first approach is both goal-oriented and conflict-free—offering personalized strategies that are never tied to a single product provider.
Originally from New Jersey, Mike now lives on the Upper West Side of Manhattan with his wife, Diana, and their dog, Cooper. Outside the office, you’ll find him skiing, traveling the world, enjoying the beach, or exploring Central Park. He’s also a lifelong Mets fan—something that has taught him plenty about patience and perseverance.
Mike is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA/SIPC. Mike offers securities in New York and is insurance licensed in New York.