Michael Conticelli, CFA, CDFA
You’re looking for more than just an advisor – you want a partner in your financial journey. You want someone who understands the demands of family, work, and life’s changes. You want clarity and simplicity when finances feel overwhelming. You need someone with experience, someone who can help you understand and manage taxes, insurance, and investments. You want someone who listens, answers your questions, and creates a plan that fits your life.
That’s what I’m here to provide.
