(716) 807-7198 mike@awmfinancial.com

About

Mike Angelucci - Fee Only Advisor

About Michael Angelucci

Michael C. Angelucci, MBA, CFP is President of Angelucci Wealth Management, LLC and is a Registered Investment Advisor in New York State. He provides years of experience and personalized care for each and every client.

Michael established AWM in 2007 as a fee-only wealth management business, which means that all fees come directly from the client and not from products, referrals or commissions.  He feels that creates the most objective and professional structure for delivering financial services to clients.

With a strong passion for investing and wealth management, Michael blogs about observations and current trends in the industry. He was recently recognized as one of the top 100 most social financial advisors in the United States by Bright Scope.

Michael’s Academic and Professional Credentials:

  • BA in Economics from the University at Buffalo
  • Corporate CFO for 20 years
  • MBA with a concentration in Corporate Finance from the University at Buffalo
  • Completion of the College for Financial Planning’s Certified Financial Planner, which requires master in the following areas: Financial Planning and Insurance, Investment Planning, Tax Planning, Retirement Planning and Employee Benefits, Estate Planning
  • May 2007 passed comprehensive Certified Financial Planner exam and is now a CFP – Certified Financial Planner.
  • DFA Advisor

e93128454e55c184f31c936a11fd418b

Contact Mike now!

Michael’s blog about observations and current trends in the industry led him to national recognition as one of the top 100 most social financial advisors in the United States by Bright Scope.

Recent posts: