Profile for Michael Conticelli
Professional Experience:
In addition to being an Investment Advisor Representative of Interactive Financial Advisors, Inc., Michael Conticelli has been a Certified Divorce Financial Analyst (CDFA) since 2003. As a Certified Divorce Financial Analyst, Michael helps clients understand the financial implications of their divorce or separation and prepare them for their financial futures. His work with clients to ensure they are informed on key aspects of their finances including property division, income, and tax consequences to make sound decisions about their futures. His strong background in Financial Planning helps him to serve clients in transition, accumulation or retirement
Prior to his relocation to Florida in 2004, Michael spent over 15 years in New York as a Financial Planner and Investment Advisor at Wealth Management Associates, where he provided comprehensive financial planning, investment management and advisory services for individuals and small businesses. In addition to investment management services, his services included tax planning and preparation, divorce financial planning, and mediation
Michael A. Conticelli earned his Associates in Arts degree from the State University of New York and then went on to earn his Bachelors at the University of Texas. He has earned and continues to hold numerous professional certifications to include CFS -Certified Fund Specialist CDFA -Certified Divorce Financial Analyst -FL Insurance – Life, Accident and Health, FINRA Series 65, Former NYS Lemon Law Arbitrator Former NYS Divorce Mediator/Unified Court System Community Mediator
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 currently serves 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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Doing business as Solutions Money Management since 2010 for self-employed financial services activity, which include insurance sales, tax preparation, merchant services agent, and divorce financial analysis. Solutions Money Management is registered as an Insurance agency in Florida (L080297) and solicits Life & Annuity, Accident and Health applications. 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 our firm for 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 have an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. However, you are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with our firm. As a tax preparer, prepare and file tax returns primarily for individuals. As a merchant services agent 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
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