Associates

“While working as a banker, I wanted the opportunity to help people with their finances on a deeper level. I obtained the CERTIFIED FINANCIAL PLANNER™ certification and proposed to the bank to open a Financial Planning division, but they did not accept my proposal. I then established my own financial planning/investment advisory practice. I have now been a Registered Investment Advisor for over 30 years and have a growing passion for helping my clients achieve their personal and financial goals.”

- Michael H. Agnello

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 became a CERTIFIED FINANCIAL PLANNER™ professional 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 1st Vice President of The Beach Club in Palm Beach, Florida and Founder and Past President of the South Florida Delta Chi Alumni Chapter.

Michael is a Registered Principal offering securities through Osaic Wealth, Inc. 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.

“All of us have a reason for doing what we do. In college, I realized that I wanted to help people manage their money. Financial planning was still a new profession early in my career. Over many years I have served generations of families and done what I was called to do so long ago. Then, as now, my answer to the question of why I do what I do remains the same, ‘to help people with their finances’.”

- Greg Ringdahl

Greg Ringdahl, CFP^® received his Bachelor of Business Administration degree in Finance from Florida Atlantic University in 1982 and became a CERTIFIED FINANCIAL PLANNER™ professional in 1994. Mr. Ringdahl has practiced financial planning for more than 35 years.

Greg is a Registered Representative offering securities through Osaic Wealth, Inc. which is a registered broker / dealer and a member of FINRA and SIPC. Investment advisory services are offered through Agnello Financial Group, a Registered Investment Advisor. Mr. Ringdahl is licensed to sell Annuities and Life, Health and Disability Insurance in the State of Florida. Insurance services by Greg Ringdahl are independent of listed entities.

The importance of money management was instilled in me from a young age. When I graduated high-school I decided to pursue further education in finance. I am grateful to be in a position to learn more about asset management and I look forward to the opportunity to help people succeed financially.

- Josh Dubinsky

Josh is the Client Service Manager at Agnello Financial Group, Inc. He graduated in 2021 from Florida Atlantic University where he received his Bachelor of Business Administration degree in Finance. Josh grew up in West Palm Beach and is a fitness enthusiast. In his free time, he enjoys working out and playing a variety of sports. Currently, Josh is studying to become a Financial Advisor.

Josh is not registered with Osaic Wealth, Inc. or Agnello Financial Group, Inc.

“Financial planning and comprehensive money management is something we all need. Investing in your current and future financial security is fundamental.” - Shanan Cummings

Shanan is the Administrative Assistant at Agnello Financial Group, Inc. She has a background of 20 years of experience in Office Administration in a variety of fields. She is the “cheerful one” who brings a smile to the office every day.

Shanan is not registered with Osaic Wealth, Inc. or Agnello Financial Group, Inc.