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Degrees
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BS, CFP
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My Expert Service
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I'm a very experienced Financial Advisor and CFP focused on Retirement Planning and Investing. I also do 401(k) and IRA rollovers, 529 plans for college and Life Insurance. Every Client gets a personal financial plan.
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Experience & Qualifications
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I have a BS degree and I'm a CFP (Certified Financial Planner). I've been in the industry for 13 years with two different firms. I've advised hundreds of people and still have my first Client.
I'm licensed in NC, CA, NJ, CO and WA.
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Available Modes Of Communication
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email/chat
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Contact
Mike Ingaglio, CFP
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