Profile for Michael Conticelli

Professional Experience:

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 building your nest egg; or helping to make sure you have enough money for your goals in retirement. 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 coming to Florida, 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.

Michael is proud to serve clients in his home base of Southwest Florida and nationwide as an IAR of Interactive Financial Advisors through his fee-only advisory firm, Solutions Advisory Services, LLC. Visit www.mysolutionsadvisory.com to learn more about how he can help you.

Michael’s professional experience allowed him to serve his community in various volunteer roles as a Town and City Court Mediator, Family Budget Counselor and service on different local committees and boards, most notably as former Board President of Cornell Cooperative Extension of Orange County. Michael also spent time teaching and speaking at 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. Michael previously served his community and passion for educating others by teaching Math and Science classes at Title 1 schools in Lee County, Florida.

Personal Information:

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Michael is also a partner at Solutions Money Management, LLC (www.solutionsmoneymanagement.com) since 2010 for other financial services activities, which include insurance sales, tax preparation, merchant services agent, and divorce financial analysis. Solutions Money Management, LLC is registered as an Insurance agency in Florida and solicits Life & Annuity, Legal, Property & Casualty, Accident and Health applications under the dba Solutions Insurance Services. Michael Conticelli is licensed as an independent insurance agent. In this capacity he can transact on insurance products for his clients and earn commissions for these activities. The fees you pay for investment advisory services are separate and distinct from the commissions earned by Mr. Conticelli for insurance related activities. This presents a conflict of interest because Mr. Conticelli may earn commissions on those sales, however, you are under no obligation to purchase insurance products through any person affiliated with our firm. As a tax preparer, he may prepare and file tax returns primarily for individuals. As a merchant services agent he may develop new relationships with business owners for the processing of credit cards, debit cards and gift cards. Divorce financial analysis services include organization, analysis of financial issues and pre and post-divorce budgeting to support the work of their attorney. Interactive Financial Advisors, Solutions Advisory Services, LLC and Solutions Money Management are separate entities.