Michele A. Cicciari

About Michele A. Cicciari

As a Financial Advisor with my CERTIFIED FINANCIAL PLANNER® professional designation, I enjoy helping my clients navigate the myriads of financial products available and create a path to help reach their goals. I stress the importance of a financial roadmap at an early age but it\'s never too late to start planning.Most of my work is in the area of retirement and estate investment planning as well as college planning. I also hold the ADPA(SM) designation allowing me to help non-married couples navigate their estate investment planning options. Wells Fargo Advisors is not a legal or tax advisor.Series 7 General Securities RegistrationSeries 66 Registered Agent and Investment Advisor RegistrationSeries 3 Futures & Options on Futures RegistrationSeries 9/10 General Sales Supervision RegistrationOhio Life and Health Insurance LicensedCERTIFIED FINANCIAL PLANNER® ProfessionalAccredited Domestic Partnership Advisor™This information is intended for use by residents of AR, CA, CO, FL, GA, IL, IN, MA, ME, MO, NC, NJ, NY, OH, PA, SC, TN, TX, UT, and VA and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Senior Vice-president - Investments

   Wells Fargo Advisors

   Jul 2023 — Present

   Branch Manager and Financial Advisor at Wells Fargo Advisors (Akron, OH). If you want to work the rest of your life, that\'s your business. If you don\'t, that\'s mine. I help people plan to reach their retirement and other financial goals.

Education

• Lehigh University - College of Business and Economics

  Bachelors of Science, Marketing

  1985 — 1989

• Penfield High School

  High School, NA

  1982 — 1985

• International School in Dusseldorf, Germany

  High School, NA

  1982 — 1985

• College For Financial Planning

  CERTIFIED FINANCIAL PLANNER® Certification

  2007 — 2007

Skills

• Risk Management
• Financial Advisory
• Investments
• Financial Analysis
• Asset Allocation
• Insurance
• Retirement
• Financial Services
• Finance
• Securities
• Retirement Planning
• Strategic Planning
• Management
• Mutual Funds
• Budgets
• Business Planning
• Business Strategy
• Forecasting
• Financial Planning
• Investment Planning