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Our Team

Michael Pine

President & CEO

(973) 237-4374

LinkedIn Profile Michael established and launched Pine Innovative Planning more than two decades ago. Over the course of time, he has established a broad-base of experience in estate planning, financial strategies, and insurance...

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Sergio Pessoa

Director of Wealth Management


Sergio began his financial services career with Morgan Stanley and joined MassMutual in 2002. For over 17 years he’s been known as a leading financial professional in the tri-state area; committed to helping business owners and...

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Zack Eidman

Director of Client Relations


Zack Eidman is the Director of Client Relations at Pine Innovative Planning. Zack oversees the process of new business submission and manages day to day client relationships. Zack’s expertise is in the business of life insurance,...

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