Think of your financial journey like a roadmap. As you get older, the path ahead can look a little more complex, especially when you've built some wealth. That's where Michael Conticelli, CFS, CDFA, comes in. With over 30 years helping people just like you, Michael understands the unique financial questions that come with being middle-aged, in retirement or going through a life transition.

Michael isn't just a financial advisor; he's a knowledgeable guide. He holds a Certified Fund Specialist (CFS) designation, which means he has a strong understanding of different ways to invest your money. This is key when you're thinking about making your savings last and potentially grow over the years.

He's also a Certified Divorce Financial Analyst (CDFA). While divorce is a specific situation, the skills needed for it – carefully looking at your finances, understanding how money and property can be divided, and planning for your financial future – are skills Michael uses to help all his clients navigate important life changes and plan ahead.

Before moving to Florida to raise his family, Michael spent many years in New York helping individuals and small businesses with their money matters. His experience covers a wide range of financial topics, including looking at how taxes might affect your plans. Whether you're still working hard and saving, getting ready to retire, or already enjoying retirement, Michael's broad experience can help.

Michael believes in making finances understandable, not complicated. He's even spent time teaching others about money topics. His goal is to help you feel more confident and clear about your financial picture, offering guidance as you make important decisions for your future. Michael is here to help you understand your options and work towards your financial goals.