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McClelland, CFP®, RICP®(**)

McClelland, CFP®, RICP®(**)

Managing Partner

Michael McClelland, CFP®, RICP® of Barberio & McClelland Financial Services Recognized as

Top Financial Professionals in the U.S. by HTK

Each year, HTK releases a ranking of hundreds of financial professionals registered with their firm to name qualifiers in the firm’s prestigious Summit and Peak Program. Michael has qualified for the Peak program, which means they rank in the top 55 HTK financial professionals in the country.

The Summit and Peak programs are based on production levels/Gross Dealer Concession (GDC) from January 1, 2023 through December 31, 2023. Entry into the Summit and Peak programs is not based on client experience or client results. The award does not guarantee that using an award winner will result in future investment success.

Personal Quotation: “Ordinary things done with consistency produce extraordinary results.”

Why did you get into the Financial Services Industry? Growing up with my father being a NJ State Trooper, I saw how much he was able to change people’s lives for the better everyday, and I knew that I wanted to get into a position where I could help people. Having a background in Accounting & Finance, the Financial Services Industry allowed me to combine my passion for numbers with the desire to help people get their financial lives in order.

Where did you go to school & what certifications do you have? I went to high school at Middletown High School South in Middletown, NJ and then graduated with a Bachelor’s in Accounting & Minor in Information Technology from Monmouth University in 2006. I currently have my FINRA Series 7 & 66 certifications, and I am a Qualifying Member of the Million Dollar Round Table*. 

What is the most valuable piece of advice/wisdom you’ve received? The best advice I ever received was: ‘Seek first to understand before being understood.’ I apply this in my practice every day with clients. It is my goal to understand all aspects of their financial lives and help them to make better  decisions for themselves and their families.

What charitable organizations are you affiliated with? I am on the Development and Gala Committee for Big Brothers Big Sisters of Monmouth & Middlesex County. I am also an avid Platelet Donor for the Central Jersey Blood Center.

Favorite Books: Anything by James Patterson

Favorite Sports Teams: NY Giants, NY Mets, NY Rangers, Monmouth University Football

Favorite Places you have traveled: St. Lucia for my honeymoon, and Banff Springs, Canada for a work conference

Favorite Food: Buffalo Wings & Pizza

Favorite Leisure Activity: Playing golf in the warm months and snowboarding in the cold months.

Five words to describe me: Loyal, Analytical, Diligent, Driven, Amicable

(**) HTK investment adviser representative