Michael Sicuranza Cfp®, Aep® Email and Phone Number
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Michael Sicuranza Cfp®, Aep® personal email
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Michael Sicuranza Cfp®, Aep® phone numbers
Michael Sicuranza, CFP®, AEP® is an award-winning wealth advisor who is currently CEO of Affinity Wealth Management, LLC. He focuses on providing comprehensive wealth management solutions to medical professionals, small business owners, and affluent families in the Delaware Valley. Together with his partners, he helps clients address their five biggest concerns: preserving wealth, mitigating taxes, providing for heirs, protecting assets, and giving to charitable organizations.Through a consultative process designed to gain a detailed understanding of his clients’ deepest values and goals, Mike employs customized recommendations to address each client’s unique needs and goals, moving beyond simple investments. Successful individuals, families, and businesses work with Michael to:- Develop and implement a comprehensive wealth management plan to help them work towards their financial dreams;- Make smarter decisions in today’s uncertain political, economic and social environment; - Obtain an independent second opinion from a top financial advisor in their community.Michael has dedicated his entire career to the financial planning profession. Starting fresh from college in 1995, he joined American Express Financial Advisors (now Ameriprise), then spent five years as a sole practitioner. Building on his success, he went onto co-found IM&P in 2002, where he worked for seven years. In 2009, he honed his practice philosophy and co-created a new business model: Milestone Wealth Advisors, Inc.For the last decade, Medical Economics Magazine has recognized Michael as one of the top financial advisors for doctors in the country. He has won other awards (please see the awards section below).Michael is an active member of the community. He has been published in national and regional business publications, and was selected as a 2011 fellow for Leadership Delaware; a competitive, prestigious leadership development program.
Affinity Wealth Management Llc
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Ceo And Sr. Financial Advisor At Affinity Wealth Management, Llc.®Affinity Wealth Management Llc Jun 2021 - PresentWilmington, Delaware, UsAffinity Wealth Management, LLC is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at www.affinitywealth.com. -
President And Sr. Financial AdvisorAffinity Wealth Management Llc Dec 2017 - PresentWilmington, Delaware, UsThe firm has changed but the mission hasn't - To make sure every client can live the best possible life. Affinity Wealth Management is an SEC Registered Investment Advisor that brings a personalized and unique approach to the wealth management space. Our team of professionals work together to bring financial planning and investment management to life for all of our clients. -
Co-Founder, Cco And Financial AdvisorMilestone Wealth Advisors, Inc. Mar 2009 - Nov 2017We help clients pursue their life goals and navigate their life transitions through a comprehensive wealth management process. As a partner in Milestone Wealth Advisors, it is my obligation to make sure that our vision is accomplished and that every client feels that their needs are being met.For a list of states in which I am registered to do business, please visit www.milestonewealthadv.com.Milestone Wealth Advisors, Inc. is a Registered Investment Advisor.
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FellowLeadership Delaware Jan 2011 - Dec 2011Year long program with access to thought leaders across industries, economic perspectives and non profits. Topic included state of the economy, education, health care access in Delaware. In addition, we explored the current state of debate on debt, immigration, global warming.
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OwnerInvestment Management And Planning, Inc. Jan 2002 - Apr 2009
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OwnerSicuranza Financial Planning Mar 1998 - Dec 2001Ran and owned financial planning and wealth management firm until I merged my practice with Richardson/Hall Financial Management to become IM&P.
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Financial AdvisorAmerican Express Jun 1995 - Mar 1998New York, Ny, UsPracticed comprehensive financial planning and investment management.
Michael Sicuranza Cfp®, Aep® Skills
Michael Sicuranza Cfp®, Aep® Education Details
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Alfred Lerner College Of Business & Economics At University Of DelawareEconomics -
Croton Harmon High School
Frequently Asked Questions about Michael Sicuranza Cfp®, Aep®
What company does Michael Sicuranza Cfp®, Aep® work for?
Michael Sicuranza Cfp®, Aep® works for Affinity Wealth Management Llc
What is Michael Sicuranza Cfp®, Aep®'s role at the current company?
Michael Sicuranza Cfp®, Aep®'s current role is CEO and Sr. Financial Advisor at Affinity Wealth Management, LLC.® at Affinity Wealth Management LLC.
What is Michael Sicuranza Cfp®, Aep®'s email address?
Michael Sicuranza Cfp®, Aep®'s email address is mi****@****adv.com
What is Michael Sicuranza Cfp®, Aep®'s direct phone number?
Michael Sicuranza Cfp®, Aep®'s direct phone number is +130235*****
What schools did Michael Sicuranza Cfp®, Aep® attend?
Michael Sicuranza Cfp®, Aep® attended Alfred Lerner College Of Business & Economics At University Of Delaware, Croton Harmon High School.
What are some of Michael Sicuranza Cfp®, Aep®'s interests?
Michael Sicuranza Cfp®, Aep® has interest in Children, Exercise, Economic Empowerment, Education, Economics, Science And Technology, Golf, History, Health.
What skills is Michael Sicuranza Cfp®, Aep® known for?
Michael Sicuranza Cfp®, Aep® has skills like Wealth Management, Strategic Financial Planning, Investments, Financial Advisory, Small Business, Wealth, Investment Management, Finance, Tax, Strategic Planning, Estate Planning, Fundraising.
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