“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 2nd 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.