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Michael Sicuranza

CFP®, AEP
Retirement, Investing, Small Business
94%
Helpful
11
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14
Articles
72
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“Michael Sicuranza, President of Affinity Wealth Management LLC., employs customized recommendations to address each client’s unique needs and goals, moving beyond simple investments.”
Firm:

Affinity Wealth Managment, LLC.

Job Title:

President

Biography:

Michael Sicuranza, CFP®, AEP® is an award-winning wealth advisor who is currently President and Sr. Financial Advisor with Affinity Wealth Management, LLC.. He focuses on providing comprehensive wealth management solutions to medical professionals, small business owners, and affluent families in the Delaware Valley. Together with his partners, he helps clients address their five biggest concerns: preserving wealth, mitigating taxes, providing for heirs, protecting assets, and giving to charitable organizations.

Michael has dedicated his entire career to the financial planning profession. Starting fresh from college in 1995, he joined American Express Financial Advisors (now Ameriprise), then spent five years as a sole practitioner. Building on his success, he went onto co-found IM&P in 2002, where he worked for seven years. In 2009, he honed his practice philosophy and co-created a new business model: Milestone Wealth Advisors, Inc. from 2009 until 2017.

For the last decade, Medical Economics Magazine has recognized Michael as one of the top financial advisors for doctors in the country. He has won other awards (please see the awards section below).

Michael is an active member of the community. He has been published in national and regional business publications, and was selected as a 2011 fellow for Leadership Delaware; a competitive, prestigious leadership development program.

Education:

BS, Economics, University of Delaware

Assets Under Management:

$420 million

CRD Number:

2633435

Disclaimer:

©2017 Affinity Wealth Management, LLC. - All Rights Reserved Affinity Wealth Management, LLC. is a Registered Investment Advisor.

All Articles
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Most Helpful
November 2016
    Investing
June 2017
    Debt, Personal Finance, Retirement Savings
November 2016
    Lifestage Based Planning, Personal Finance
March 2017
    Career / Compensation, Mid Career, Retirement Living
November 2016
    Personal Finance

All Answers
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Most Helpful
    401(k), Asset Allocation, IRAs
Should I start managing my own retirement account portfolios?
0% of people found this answer helpful

If you want to manage your own portfolio, you need to start doing the research and the work that goes along with it.  There are lots of online resources that you can use to educate yourself on asset allocation and investment selection.  Pick a style, create a process and stick with it.  Make it as unemotional as possible.  No one can give you asset allocation advice just based on your age.  If you want financial advice, hire an advisor or use the advisors that your 401k provider has assign to your company.  

August 2017
    Banking, Personal Finance, Investing
Should I wait for the market to go down before choosing to invest?
0% of people found this answer helpful
April 2017
    401(k), Annuities, Peri-Retirement
Should I transfer 401(k) funds into an annuity?
13% of people found this answer helpful
April 2017
    Personal Finance, Stocks, Income Tax
Should I sell a stock that's down 70% for income tax purposes?
0% of people found this answer helpful
April 2017
    Investing, IRAs
How should a college student invest her funds inside a Roth IRA?
0% of people found this answer helpful
January 2017