Michael Palazzolo, CFP® Fintentional LLC

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About Michael Palazzolo, CFP®

I am passionate about learning and helping others with personal finance. I participated in multiple Your Money or Your Life study groups in the 90’s. Over the years, I have volunteered to prepare income taxes for low-income individuals and conducted financial education seminars as part of the Federal Reserve MoneySmart Week.

Since transitioning from my software engineering career in 2007, I have worked with people from Southeast Michigan and all over the United States as a member of a Consumer Credit Counseling organization and a Registered Investment Advisor with over $1 Billion under management.

I founded Fintentional LLC in 2016 with the objective to deliver transformational financial planning advice to Gen X and Young Baby Boomers contemplating full retirement, semi-retirement, a career change, starting a business or other significant life transition.

I am pleased to offer both ongoing financial planning as well as limited engagement planning to help clients develop a personalized approach to their finances.

I live just outside of Detroit in the city of Birmingham, Michigan with my wife, Amy. We enjoy running, yoga, live music, good food, and conversations with our friends. We are also passionate about traveling and I am proud to use Amy’s travel photographs on my web site.

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Ideal Clients

  • Generation X
  • People in Transition
  • Retirement Income Planning
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Monthly Fee: $150+/mo
  • Quarterly Fee: $450+/qtr
  • Hourly Fee: $200/hr

 

SEC Records

States Registered

  • Michigan

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