Michael H. Agnello,  CFP<sup>&reg;</sup> - Financial Advisor

Michael H. Agnello, CFP®

MBA

Agnello Financial Group, Inc.

712 N Olive Ave
West Palm Beach, FL 33401-4015
FINANCIAL ADVISOR'S WEBSITE
(561) 833-7080

General

Michael Agnello is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Agnello Financial Group, Inc. in West Palm Beach, FL and the surrounding communities.

Financial Advisor Overview

At AGNELLO FINANICAL GROUP, INC. our primary concern is to improve your financial situation. Our principal business is providing asset management for our clients investment portfolio. We assist our clients in formulating a sound financial plan with custom-design strategies to meet their financial goals. We seek the best investment opportunities available to meet your objectives, time horizon and risk tolerance.

Our Commitment:

AGNELLO FINANCIAL GROUP, INC. is a family owned and operated business that places emphasis on the personal service that is so important to our clients. This service not only includes formulating your financial plan to meet your current goals and objectives, but also a continual review of your financial position to ensure that your goals and objectives are being met over time.

You may call or email Michael Agnello directly to arrange for a free initial consultation to discuss how we can help you achieve your personal financial goals.

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Financial Advisor Experience

Michael H. Agnello, MBA, CFP is President of Agnello Finanical Group, Inc., an investment advisory firm registered with the State of Florida. Mr. Agnello received his Bachelor of Arts (BA) in Business from Michigan State University in 1981. In 1983, Mr. Agnello received his Master's Degree of Business Administration (MBA) from Nova Southeastern University. He received the CERTIFIED FINANCIAL PLANNER professional designation in 1988 from the International Board of Standards and Practices for Certified Financial Planners (IBCFP) and is a CERTIFIED FINANCIAL PLANNER professional.

Michael is a Registered Principal offering securities through FSC Securities Corporation which is a registered broker/dealer and a member of the FINRA and SIPC and a registered investment advisor. Investment advice also offered through Agnello Finanical Group (AFG), a registered investment advisor. Mr. Agnello has more than 25 years of business and investment experience. In 1988, he founded Agnello Financial Group (AFG) and has successfullly operated the firm for more than 15 years. Prio to starting AFG, Mr. Agnello progressed up the ranks to Vice-President at Glendale Federal Bank in Florida.

Mr. Agnello is an active member of the Financial Planning Association (FPA) and is a Past President of the Gold Coast Society of the Institute of Certified Financial Planners (ICFP). He is also licensed to sell Life, Health and Disability Insurance and Annuities in the State of Florida.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources