Financial Advisor@ Level Financial Advisors, Inc.
Buffalo, New York, United States
Michael Angelucci, MBA, CFP® Professsional
GET FULL PROFILE 
University at Buffalo
Real-Time AI Research
FlashIntel GPT
Tell me more about Michael Angelucci, MBA, CFP® Professsional?
FlashIntel GPTMichael Angelucci, MBA, CFP(r) Professional is a highly experienced Financial Advisor with 27.8 years of work experience. He specializes in retirement planning, investments, financial planning, financial advisory, and wealth management. Based in the United States, Michael is currently working at Level Financial Advisors, Inc., a fee-only advisory firm that offers comprehensive financial and retirement planning services. He has previously held positions as President and Chief Financial Officer at New Directions Youth and Family Services. With a focus on personal and professional growth, Michael is dedicated to providing comprehensive financial and retirement planning services.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Michael C. Angelucci, MBA, Certified Financial Planner™ Professional, is a Financial Advisor with Level Financial Advisors, Inc. We are an independent fee-only advisory firm that offers financial planning and investment management services; we never receive commissions or referral fees from any source. We offer comprehensive financial and retirement planning, investment advice, 401K and IRA rollovers, estate planning and business pension planning (401K, IRA, defined benefit and cash balance plans). Financial advice is about you and your needs and not about earning commissions.
...See MoreWork Experience
Financial Advisor
Financial Advisor
Financial Services
Michael Angelucci, MBA, CFP® Professsional's Professional Milestones
- Financial Advisor (2019-01-01~): Guided clients towards financial stability and actuarial stability through strategic financial planning and actionable insights.
- Chief Financial Officer (1996-01-01~2018-03-01): Transformed financial strategies and strategies, driving performance and profitability for the company.
Education
Corporate Finance,
Economics
1983-1989Skill
Retirement Planning
Investments
Financial Planning
Financial Advisory
Wealth Management
Investment Advisory
401k
Finance
Estate Planning
Investment Management
Certification
Colleagues
Richard Schroeder
Chief Investment Officer
Rosanne Braxton, CFP®
president at level financial advisors inc
Steven Elwell, CFP®
partner chief investment officer at level financial advisors inc
Suzanne Porter
receptionist administrative assistant at level financial advisors
Candice Shonell
Financial Client Service Assistant
Other Named Michael Angelucci, MBA, CFP® Professsional
Frequently asked questions
We found 2 Michael Angelucci, MBA, CFP® Professsional's email addresses
We found 1 Michael Angelucci, MBA, CFP® Professsional's phone numbers
Michael Angelucci, MBA, CFP® Professsional works for Level Financial Advisors, Inc.
Michael Angelucci, MBA, CFP® Professsional's role in Level Financial Advisors, Inc. is Financial Advisor
Michael Angelucci, MBA, CFP® Professsional works in the industry of Financial Services
Michael Angelucci, MBA, CFP® Professsional's colleagues are Richard Schroeder,Rosanne Braxton, CFP®,Steven Elwell, CFP®
Michael Angelucci, MBA, CFP® Professsional's latest job experience is Financial Advisor at Level Financial Advisors, Inc.
Michael Angelucci, MBA, CFP® Professsional's latest education in University at Buffalo
