About Michael
Michael A. Conticelli, CFS, CDFA, serves clients nationwide from his Southwest Florida office, bringing more than 30 years of experience in the financial services industry.
He is a partner with Solutions Money Management, LLC, where his work centers on helping individuals, families, and business owners navigate complex transitions with coordinated financial strategies. His approach integrates tax-aware planning, retirement decisions, risk management, divorce financial planning, estate considerations, and the broader financial trade-offs that come with major life changes.
For clients seeking fee-only investment advisory services, Michael operates through Solutions Advisory Services as an Investment Adviser Representative of Interactive Financial Advisors, an SEC-registered investment adviser.
Before relocating to Florida in 2004, Michael owned Wealth Management Associates and Wealth Management Advisory Services (a Registered Investment Advisor) in Orange County, New York.
Throughout his career, Michael has taught professional and community workshops on credit, home buying, budgeting, investing, and divorce. He created and authored the copyrighted educational series “Money Issues for Separating Parents ©” and has been quoted in national financial publications, including Yahoo and Investopedia.
Education
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Other Credentials
IBF Designations
At a Glance
Understanding Credentials