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Michael Conticelli - Cape Coral, Florida

Michael Conticelli
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About Michael Conticelli

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Michael Conticelli is currently living in Cape Coral, Florida, working as a Wealth Manager in "Solutions Money Management" and is interested in Accounting, Financial Services.
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Job Title

Wealth Manager

Company

Company Website

www.SolutionsMoneyManagement.com

Location

Cape Coral, Florida

Categories of Interest

Accounting, Financial Services

Company Size

1-4

Resume

Michael decided to become a Financial Planner right from college in 1988. He spent the next 15 years building on his knowledge, which culminated in the founding of his successful financial planning and Registered Investment Advisory firm.

In the summer of 2004, when Michael and wife, Cheryle, received joyous news of an addition to their family, Michael sold his business and left the fast paced,” city that never sleeps” life to raise his newborn in Southwest Florida’s tropical paradise.

Prior to relocating to Florida, Michael spent over 15 years in New York as a Financial Planner and Investment Advisor, where he provided comprehensive financial planning, investment management and advisory services for individuals and small businesses. In addition to retail brokerage services, his advisory services included financial planning, asset management, divorce financial planning and mediation.

Michael earned his Arts degree in Social Sciences from the State University of New York at Orange and holds numerous professional certifications to include:

· CFS- Certified Fund Specialist CDFA™
· CDFA™- Certified Divorce Financial Planner
· CFP® Enrollee- Certified Financial Planner Enrollee
· FL Insurance- Life, Variable, Accident and Health

And formerly…

· FINRA Series- 6,7,26,24,63,65
· FL Notary Public
· NYS Lemon Law Arbitrator
· NYS Divorce Mediator
· NYS Custody and Visitation Mediation
· NYS Unified Court System Community Mediator

Michael spent a vast amount of time teaching and speaking at an assortment of professional and community workshops on financial topics including Credit, Home Buying, Budgeting, Investments and Divorce. He created and taught the workshop series entitled “Money Issues for Separating Parents”.

Today Michael continues the tradition of providing sound and practical education and advice to members of his community in Southwest Florida.

Michael Conticelli Business Listings

Quick Profile Summary

Michael Conticelli
Name: Michael Conticelli
Link: http://www.salespider.com/p-13745173/michael-conticelli
Location: Cape Coral,Florida,United States
Job Title: Wealth Manager
Company: Solutions Money Management

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