Michael Smolarski, CFP®
Client Management
Partner
At Callan Family Office, Michael brings his 29 years of experience in the financial services industry to advise multi-generational families and individuals on strategic financial and estate planning to help clients meet their financial goals. As a client manager, Michael serves as a chief financial officer for his clients, interacting with them daily to provide Callan Family Office’s holistic suite of integrated services while collaborating with his clients’ advisors. Michael also works closely with his clients around their philanthropic endeavors.
Prior to Callan Family Office, Michael was a managing director for Abbot Downing, Wells Fargo’s ultra-high-net-worth practice. At Abbot Downing Michael provided a comprehensive suite of services, managing all areas of financial and estate planning, private banking, trust administration, and investment management for his clients.
Previously, Michael held various positions within Wells Fargo’s wealth and investment management group providing advice on private banking, trust and estate planning, investment management, and family dynamics.
Michael is a graduate of the University of Pennsylvania, where he earned a bachelor’s degree in international relations. He also has master’s degree in financial planning and analysis from Saint Joseph University’s Haub School of Business. Michael serves as a board member of the Medford Lakes Colony Club, as well as the Medford Lakes Canoe Carnival.