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.
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.