Michael J. De Pol
CEO and Founder
Michael J. De Pol is the CEO and founder of Blue Point Strategic Wealth Management, LLC. Michael began his career in the financial services industry in August of 1990 with a desire to succeed as an entrepreneur. He excelled as a Financial Services Representative by building, from scratch, a base of over 300 clients with over 100 million dollars in assets under management. In the fall of 1992, Michael founded Nationwide Planning Associates, Inc., and over the years built out the infrastructure of the firm with the goal to create an organization that could meet the high standard of services he himself required as a rep. Michael hold FINRA series 7, 24, 26, 28, 53, & 66 licenses, as well as life, health, & variable insurance licenses. Michael received his B.A. from Stockton State College in 1989, and was a member of the United States Air Force Reserve from 1987 through 1995.
James Colleary is the Operations Director of Blue Point Strategic Wealth Management, LLC. In addition, James is Chief Compliance Officer of commenly held NPA Asset Management, LLC. and Nationwide Planning Associates, Inc. where he has gained extensive experience in the day-to-day operations of running a Registered Investment Advisory Firm and Broker Dealer. James is a CFA and holds FINRA Series 7,24,53, and 66 licenses, as well as life, health, & variable insurance licenses, and receceived his B.A. in Economics from Ramapo College of New Jersey’s AACSB-accredited Anisfield School of Business.
Executive Assistant and Operations Associate
Kate Munoz is the Executive Assistant and Operations Associate of Blue Point Strategic Wealth Management, LLC. Kate’s history in client relations and the experience she gained from employment at Nationwide Planning Associates, Inc., makes her a valuable part of the Blue Point Strategic Wealth Management Team. Kate utilizes her FINRA Series 11 license in addition to her life, health, & variable insurance licenses to provide support to both the CEO of Blue Point Strategic Wealth Management and its client base, as well as assisting in the successful daily operations of the firm. She enjoys contributing to the growth of an organization that she truly believes in and enjoys the dynamic qualities of her position within the firm.