Michael A. Palazzolo
FINTENTIONAL LLC
Birmingham, MI
Some features on this profile are disabled
CRD#: 6039633
Professional summary
Michael A. Palazzolo, CFP® is a registered financial advisor currently at FINTENTIONAL LLC located in Birmingham, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 2 firms .
Biography
I have seen first-hand how sound financial advice can really make a difference in someone’s life. This is true for someone who may have a negative balance sheet or a surplus in the tens of millions. At some common level, we are all just trying to make the best decisions possible for our families, friends, communities, and ourselves. One of my great joys in life is helping someone achieve that empowering "aha" moment about their relationship with their finances.
THESE CORE BELIEFS SHAPE MY PRACTICE:
Debt is hard. Assets are soft. Minimizing and using debt wisely can build or protect net worth, but too much debt is concerning.
Small decisions in your 30’s and 40’s and even 50’s add up over time.
Big decisions in your 60’s and beyond can make a critical difference in your retirement.
Invest in a well-diversified low cost portfolio and leave it alone (except for occasional rebalancing.)
Question & Answer
What are your service offerings?
I am passionate about learning...
I have worked with people from...
In addition to being a proud m...
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice without Ongo...
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael A. Palazzolo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 25, 2016 - Present
FINTENTIONAL LLC
RIA
CRD#: 284829
Birmingham, MI
Past
April 3, 2012 - May 12, 2016
LIBERTY WEALTH ADVISORS, LLC
RIA
CRD#: 107774
TROY, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(8/25/2016)
Exams
Current Firm
FINTENTIONAL LLC
FINTENTIONAL LLC
CRD#: 284829 / SEC#:
Michigan
Registered Investment Advisory firm - (8/23/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Birmingham, MI
Mailing Address
1221 Bowers Street #2532, Birmingham, MI 48012-9998
Phone number
(248) 607-0672
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 83 |
| AUM (Assets Under Management) | $ 17,725,984 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
