Michael Conticelli

Contributor

Since launching his career in New York in 1988, Michael A. Conticelli, CFS,CDFA has delivered extensive financial planning, investment management, and advisory services to individuals and small businesses. His expertise encompasses financial planning, asset management, insurance planning, tax preparation, divorce financial planning, and small business consulting. Michael also shares his knowledge by teaching and speaking at professional and community workshops on various financial topics.

Beneficial owner reporting: What business owners need to know

Wealth manager Michael Conticelli writes that agents must understand ownership rights to ensure they are using correct documentation and contracts for legal compliance

Jul 8

How to work with financial advisers to help clients navigate the market

Real estate pros and financial advisers can help clients make informed decisions, writes Michael Conticelli, whether buying a home or building a real estate portfolio

Jan 29