Michelle Maccio founded Maccio Financial in 2013 after selling her stateside practice in Connecticut.
Her goal is to bring full-service, unbiased financial planning and management to her clients. She has 17 years of financial services experience and holds the designation of CERTIFIED FINANCIAL PLANNER™. She has a Bachelor’s degree in Finance from Post University where she graduated with Magna Cum Laude honors.
Located in the city of Los Angeles, California although we have clients throughout the country.
Our mission of Maccio Financial is to provide unbiased all-inclusive financial planning and money management, using customized investment strategies for each client in an effort to help them enjoy a lifetime of financial stability.
We provide our clients with a high understanding of their financial situation and offer quality information and superior services in order to better pursue their financial goals. We limit the number of clients in our practice to ensure the best possible experience for each client.
Our primary focus for our individual clients is to create a specific advance and protect strategy while in working years and to generate a specific consistent income strategy in retirement years.
For our commercial clients, we offer advanced planning techniques designed to maximize retirement benefits and significantly reduce taxes. Our retirement plans are all designed to maximize employee account values by minimizing costs and providing the best in class investment options.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.
As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.