Wealth Management Concepts

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Address:

1658 Oaklawn Drive, Ste. A
Prescott, AZ 86305

Phone:

928-445-2598

About Michael Bacci, CFP

 

 

Michael R. Bacci, CERTIFIED FINANCIAL PLANNER(tm)
Wealth Management Concepts   

Michael Bacci, CFP® has been advising individuals, families, non-profit agencies, and businesses locally and across the country since 1999.  Previous to coming to Prescott,  Michael lived in Scottsdale, Arizona and worked as an analyst with Wells Fargo and Company.  Other work experience in the Greater Phoenix area included a  position as a case manager in social work for the Maricopa County social services system.  Michael’s ambition to work with, support, and counsel individuals has transcended all of these areas and has brought him to where he is today.

Michael also has a strong passion to support and give back to the local community and has been active in the leadership of several Prescott area non-profit organizations over the past 16 years.   Michael is currently a member of the Board of Advisors for the Arizona Community Foundation in Yavapai County.  Michael has also served as the Past - Chairman, Chairman, Vice-Chair, and Treasurer for the Arizona Community Foundation of Yavapai County.  In addition, Michael is currently a governing board member for the Highlands Center for Natural History.  Other past non-profit involvement includes having served as Vice Chairman and Treasurer for the  Coalition for Compassion and Justice (CCJ), the allocations committee for the Greater Prescott United Way, and as a member of the Yavapai County Elder Abuse Task Force.  

The strongest passion for Michael is his active engagement in the raising of his children to be strong, healthy, creative, and dedicated individuals.

Educational History:

  • BA, The University of Arizona, Tucson, Arizona
  • CERTIFIED FINANCIAL PLANNER(tm) Professional Education Program, College for Financial Planning, Denver Colorado

Licenses, Certifications, and Registrations:

  • CERTIFIED FINANCIAL PLANNER(tm) practitioner
  • FINRA Series 7, Registered Representative, Royal Alliance Associates, Inc.  Member FINRA/SIPC.
  • FINRA Series 66, Investment Advisor Representative, Royal Alliance Associates, Inc.  Member FINRA/SIPC.
  • Licensed Life, Health, and Variable Contracts Insurance Agent in the states of Arizona and New Mexico.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck