Our MissionWHO WE ARE

Michael earned his MBA in Professional Accounting from Rutgers University and is Securities licensed as a Registered Investment Representative, and President of his own Registered Investment Advisory Firm: 65 and Sunny! Registered Investment Advisors, LLC. He is also a licensed Insurance Agent in Life and Health Insurance. He performs as a Fiduciary in his Retirement Planning Endeavors. Following early career days in Mortgage Banking, Michael entered the Group Health Insurance arena with a structured formalized training program with US Healthcare (subsequently purchased by Aetna) and served as a Large Group Representative in Bergen County NJ. This led to becoming an Independent Group Health Insurance Broker which resulted in requests for Retirement Planning Services by owners and employees.

About 65 And Sunny!Forging A Path Together.

For the past 25 years Retirement Planning has become a highly enjoyed specialty, permitting an abundance of great relationships with clients. Michael serves Corporate and Entrepreneurs in their retirement planning and fifteen years ago Michael entered the Federal Employee Retirement planning arena. He earned the prestigious Chartered Federal Employee Benefits Consultant Designation, creating an in depth knowledge of all of the FERS Programs and the underlying nuances. The need to anchor a successful health insurance program for each retirement plan launched the acquisition of expertise in Medicare Programs. Michael is able to properly discuss and select the proper plan for any individual, any where in the USA. His specialty Medicare software allows him to generate quotes in every zip code in the USA. The “Suspend” and select Medicare Advantage Plans can be properly discussed with all Federal Employees looking at all of their options. A lifelong reader, conversant in a wide range of topics, Michael keeps abreast of all of the emerging factors relevant to retirees for their investments and health insurance, seeking to always have his clients positioned with the best choices possible.

As a Fiduciary, all of the plans have the varied financial elements at play inter-relate logically and cohesively towards the client’s true intentions. Michael’s financial acumen has also resulted in serving as a Tax Commissioner for Hunterdon County since 2012, including terms as President of the Board. His selection included a thorough review by the State Judiciary Committee. Michael’s forte is speaking plainly, with wisdom and humor to bring order and success to each client.

Who You Will Work WithMeet Your Advisor

Michael J. Pierce, MBA

Owner/President

908-442-7465

michael@65andsunny.com

Michael Pierce is the Agent. Michael began in health insurance in a formalized training program with the old US Healthcare in Blue Bell, PA, in the the early 1990's and served them as a large group representative in Bergen County, NJ....

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