Mike Caligiuri, CFP®, EA Caligiuri Financial

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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

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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%

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