Michael V. Addessi,  CFP<sup>&reg;</sup> - Financial Advisor

Michael V. Addessi, CFP®

AIF®, EA

President

Addessi Financial Partners

16524 Pointe Village Drive, Ste 200
Lutz, FL 33558
FINANCIAL ADVISOR'S WEBSITE
(727) 845-7572 CONNECT WITH Michael
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General

Michael Addessi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Addessi Financial Partners in Lutz, FL and the surrounding communities.

Financial Advisor Overview

Addessi Financial Partners is a comprehensive Wealth Management firm serving professionals, business owners, charitable organizations, individuals and families in Florida and across the country.  As an independent, client-focused firm, we leverage more than three decades of experience in helping our clients achieve their financial goals.
Founded in 1983, Addessi Financial has grown from a Tax and Accounting practice into a comprehensive Wealth Management Firm.  Our broad expertise in Financial Planning, Investment Management, Tax and Accounting Services and Estate Planning allows us to coordinate clients' financial lives for maximum success and financial confidence

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Financial Advisor Experience

Michael began his career in the financial services industry working as a tax accountant during his college years. After graduating Cum Laude from Long Island University with a BS in Accounting and Economics, he moved from Long Island to Florida, where he worked as an analyst for Dean Witter Reynolds in Tampa, and then spent several years as an auditor for Lockheed Martin Corporation. Michael soon realized that he wanted to be in business for himself and founded his company in 1983. Michael is an Investment Adviser Representative with Commonwealth Financial Network®.
Michael is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary®, and Enrolled Agent to practice before the Internal Revenue Service. He holds FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth and is licensed to offer health, life, and variable annuity insurance and certified in long-term care and disability policies. Michael also holds Florida commercial and residential real-estate licenses.
Michael works with his clients to keep them from making emotional decisions. He focuses them on their own specific financial circumstances rather than reacting to short-term fluctuations in the markets. His experienced, thoughtful, and calming approach helps clients make wise decisions, especially during times of turbulence and uncertainty. All of his clients are supported by an educated team of professionals who strive to provide exceptional and caring service. 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AIF®, EA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Securities and Advisory Services offered through Commonwealth Financial Network., Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through Addessi Financial Partners or CES Insurance Agency. Tax Services offered by Addessi Financial Partners are separate and unrelated to Commonwealth.


Intended for individuals/residents in: AL, AZ, CA, CO, CT, FL, GA, IN, KY, MA, MD, ME, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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