Thank You

 South Palm Beach chapter of SCORE and especially to Hal Finkelstein for all your help

Languages

English

Availability

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Appointment only
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Ratings & Reviews

Andrew Miceli Business/ Finance
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Fees

Per Minute
$5.00
Flat Fee
$288.00
SBRC Discount
Email Fee
0
expert 3

Experience

Why am I here?

I am driven by the desire to help people achieve their dreams and build better lives. Lives where they are living in ways they always wanted but never dreamed were possible. That inspires me.

Every one has the ability to live the best life possible, but that rarely magically happens for people. It takes vision, it takes planning, and it takes follow through. We orchestrate the entire process from building their vision to celebrating the successes along the way. We strive to be with our clients throughout their entire journey and throughout their entire lives. I am here because I can not imagine not being here. I love what I do.



Background, Education, and Other Details

After graduating from Saint Andrew’s School in Boca Raton, Florida, I went on to attend Lehigh University where I earned a degree in Bioengineering.Upon completing my degree, I returned to Florida and began my career at Metlife as a Financial Service Representative in 2007. While working full time at Metlife, I earned a Masters of Science in Financial Services, completed the experience, coursework, ethics, and examinations requirements to attain the CFP® (and did so!) from the Certified Financial Planner Board of Standards, and became a Financial Planner within Metlife. By the time I left to co-found Miceli Castellón, I was running the case design and financial planning unit for Diamond Wealth Management, an office of Metlife.

I have spent the majority of my life living, studying, and working in Boca Raton, I want nothing more than to see the community continue to thrive. As the son of a physician and a teacher, I have a strong affinity and a warm place in my heart for both communities. I currently serve on the Alumni Board for Saint Andrew’s School, my alma mater, and have previously served on the Financial Advisory committee for the Broward Health Foundation.

Qualifications

CFP® Professional - Certified Financial Planner
Masters of Science in Financial Services

President - Miceli Castellon - "Your Personal CFO"

Previous Experience: Financial Planning team lead for Diamond Wealth Management - an Office of Metlife.

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Palm Beach SCORE

Thank You  and specially to Hal Finkelstein for all your help