Michael A. Conticelli, CFS, CDFA
Interactive Financial Advisors
Financial Planner in Cape Coral, FL
About Michael A. Conticelli
Michael Conticelli is a financial professional at Interactive Financial Advisors located in Cape Coral, Florida. Michael Conticelli holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S26, S6, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Professional Credentials:
- CDFA - Certified Divorce Financial Analyst
- CFS - Certified Fund Specialist
Languages
Michael Conticelli provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Business Succession Planning
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Estate Planning
- Insurance Planning
- Investment Planning
- Long-term Care
- Retirement Planning
- Small Business Planning
Industry Specialties
- No Industry Specialties
Contact Information
Phone Number: Click to Show
Website: https://solutionsmoneymanagement.com
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