The Team

CA License #0A08613 | FL License #W813163 | AZ License #384243

Mike Savarese has been devoted since 1986, helping his clients achieve their financial goals and enjoy a confident retirement. One area of Mike’s financial expertise includes assisting retirees in transitioning to the distribution phase of their investing lives. He offers practical strategies to help disperse retirement assets as tax-efficiently as possible while helping ensure a financial legacy for future generations.

Mike was a member of Ed Slott’s Elite IRA Advisor Group℠ from 2009 to 2023. These members are dedicated to being leaders in the IRA industry with regular ongoing education. They have up-to-date tools, regulation rules, education, and resources dealing with retirement accounts. Furthermore, for more than 13 years, Mike was a commentator on San Diego’s radio airwaves discussing market trends and advising callers on the nuances of navigating the pitfalls of the financial markets on Radio AM 1000, AM 1170, and AM 600.

Mike was educated in Italy, Spain, and the United States and is a polyglot, fluent in three languages. Before starting his long and industrious financial career, he worked in the aerospace industry. As the Founder of America's Retirement Advisory Group, Mike holds six registrations and licenses in the investment and insurance arena.

Mike has three wonderful children, and all enjoy spending quality time together. In his leisure time, Mike enjoys racquetball and deep-sea fishing. He is also a soccer referee, a volunteer for the Special Olympics, and works with the Special Needs Community in the San Diego and Tampa areas.

FL License #G075366

Kate is a dedicated agent based in Florida, committed to helping her clients achieve financial wellness and stability. With a Master's degree in Economics and Management, as well as life and health insurance licenses, she brings a strong analytical foundation to her work, helping to ensure that her clients receive informed and effective guidance.

Kate excels in organization and planning, allowing her to create tailored strategies that meet her clients' unique needs. Her true passion lies in connecting with others. Fluent in three languages, she is a compassionate listener who is dedicated to understanding clients' concerns and collaborating on creative strategies, particularly for those approaching retirement.

Outside of her professional pursuits, Kate enjoys soaking up the sun at the beach and exploring new destinations with her husband and their energetic toddler son. She finds joy and fulfillment in making a positive impact on her clients' lives as they navigate their transition into retirement.

AZ License #152974

Tony Savarese began his career in 1977 as one of the youngest stock brokers in the Coachella Valley. Educated at American schools in Europe and Mexico, Tony completed his BA at United States International University in San Diego and immediately went on to the American Graduate School of International Management (Thunderbird School of Global Management) in Glendale, Arizona, where he received his Master of International Management. To launch his career, Tony made a commitment of long hours and hard work. To date, his professional designations include a Life, Disability, and Variable Insurance Licenses in Arizona (2336059) , California (0A08129), Colorado (854983), and Florida (W290844).

He also maintains the following FINRA Designations:

Series 24: General Securities Principal
Series 65: Uniform Investment Adviser (Law Exam)
Series 4: Registered Options Principal
Series 7: General Securities Representative
Series 63: Uniform Securities Agent (State Law Exam)

Tony and his brother Mike invite you to join them as they open an office in Gilbert AZ. Mike’s vision of America’s Retirement Advisory Group combined with Tony’s commitment and experience is something you should explore.

Educated at American schools in Europe and Mexico, Tony completed his BA at United States International University in San Diego and immediately went on to the American Graduate School of International Management (Thunderbird School of Global Management) in Glendale, Arizona, where he received his Master of International Management.

CA License #4078231

Kyle is based in San Diego, California, with a passion for helping individuals achieve financial stability and confidence. As a licensed Life and Health Producer in California, he brings a strong foundation in finance, backed by a Bachelor's degree from San Diego State University.

He has over four years working alongside an experienced wealth manager. His focus lies in helping guide clients through successful transitions into retirement, using comprehensive strategies tailored to their unique financial goals and aspirations.

Beyond his professional endeavors, he finds joy and inspiration in nature, whether that be the beach or the mountains, depending on the time of year.

Mike Savarese* | Founder

Kate Voytovych | Manager of Operations in Florida

Tony Savarese | Branch Manager in Arizona

Kyle Needham | Manager of Operations in San Diego