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.
At AGNELLO FINANICAL GROUP, INC. our mission is to inspire and advise clients to help them achieve financial independence in order to maintain the lifestyle they desire. Agnello Financial Group’s principal business is providing financial planning, investment advisory, and insurance services. With proactive planning, objective investment strategies, and personal service, we assist our clients in formulating a sensible financial plan by providing investment opportunities to help meet their financial goals.
We work closely with each client. Our overriding principle, which guides all of our actions, is our responsibility to the client and our true objectivity. The result of this close personal contact has created a tradition of long-lasting client relationships.
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.
Michael H. Agnello, MBA, CFP® is President of Agnello Financial Group, Inc., an investment advisory firm registered with the U.S. Securities and Exchange Commission. Mr. Agnello received his Bachelor of Arts in Business from Michigan State University in 1981, Master’s Degree of Business Administration from Nova Southeastern University in 1983, and received the CERTIFIED FINANCIAL PLANNER™ professional designation in 1988. Mr. Agnello also founded Agnello Financial Group in 1988 and has successfully operated the firm for over 30 years. Prior to starting Agnello Financial Group, Michael progressed up the ranks to Vice-President at Glendale Federal Bank in Florida.
Mr. Agnello is an active member of the Financial Planning Association and is a Past President of the Gold Coast Society of the Institute of Certified Financial Planners. On a personal note, Mr. Agnello is also a lifetime member of the United States Tennis Association, Board Member and 2nd Vice President of The Beach Club in Palm Beach, Florida and Founder and Past President of the South Florida Delta Chi Alumni Chapter.
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Michael is a Registered Principal offering securities through FSC Securities Corporation which is a registered broker / dealer and a member of FINRA and SIPC. Investment advisory services are offered through Agnello Financial Group, Inc., a Registered Investment Advisor. Mr. Agnello is licensed to sell Annuities and Life, Health, and Disability Insurance in the State of Florida. Insurance services by Michael H. Agnello are independent of listed entities.