Michael Agnello
President at Agnello Financial Group, Inc.
- Role
- President at Agnello Financial Group, Inc
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Michael Agnello
Michael H. Agnello, MBA, CFP® is President of Agnello Financial Group, Inc, an investment advisory firm registered with the U.S. Securities and Exchange Commission.As an independent, objective CERTIFIED FINANCIAL PLANNER™ professional and a respected member of the financial planning profession, Michael Agnello, CFP® provides financial advice to a select group of individuals, business owners, professionals and retirees from numerous backgrounds in the areas of insurance, investments, taxation, retirement and estate planning.Widely recognized as a knowledgeable and collaborative resource who easily communicates with a variety of client representatives involved in the financial planning process, Mr. Agnello looks forward to confidentially discussing your retirement and investment goals. He may be reached at (56••••••80.Specialties: Financial PlanningInvestment ManagementRetirement PlanningSecurities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Agnello Financial Group, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Experience
President
May 1988 — Present · West Palm Beach, FL, US
Education
Michigan State University
BA, Marketing
1977 — 1981
College for Financial Planning
CFP Professional Education Program
1986 — 1988
Nova Southeastern University
MBA, Marketing
1981 — 1983
Skills
- Insurance
- Real Estate
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Investment Advisory
- Estate Planning
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