Mike Caligiuri, CFP®, EA Caligiuri Financial

Contact this advisor

About Mike Caligiuri, CFP®, EA

I own a Fee-Only Registered Investment Advisory Firm that helps physicians and physician-scientists with their financial planning needs. The two services I offer are the One-Time Financial Plan and the Financial Planning Partnership.

Please visit my website at https://caligiurifinancial.com to schedule a free, exploratory call or email me at zvxr@pnyvtvhevsvanapvny.pbz

Contact this advisor

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen Y/Millennials
  • Medical Professionals
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $300+/mo
  • Flat Fee: $800+/engagement
  • AUM: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...