Chester Financial Group, LLC |
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Michelle Cicchini, CPA, MBAFinancial Advisor
Phone: (908) 879-9732 Michelle Cicchini, CPA, MBA is a financial advisor with Chester Financial Group. She is a trusted advisor that helps individuals and businesses accumulate wealth and reduce taxes through a well balanced investment plan. Her goal is to help clients develop and implement accumulation, protection, income and wealth transfer strategies that are tailored to their specific objectives, circumstances, time horizon and risk temperament. Prior to joining Chester Financial Group, Michelle was a partner in a start up medical education company. She served as the chief financial officer where she secured financing and built an infrastructure to support a $20MM business in less than 4 years. Prior to that, she worked on the portfolio trading desk of Bear Stearns where she coordinated electronic execution venues to facilitate global electronic trading. Michelle’s clientele trust her with the implementation of qualified and non-qualified retirement planning (self directed pension and deferred compensation plans), concierge rollover services, attorney coordinated estate planning, separate account management and the optimization of personal and corporate owned insurance policies. Michelle has her undergraduate accounting degree from
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Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), Member FINRA/SIPC. NFPSI is not affiliated with Chester Financial Group, LLC. NFPSI does not provide legal or tax advice and is not a Certified Public Accounting firm. Certain Representatives of NFP Securities, Inc. may be Certified Public Accountants and in their individual capacity provide accounting and tax services for which NFPSI is not responsible. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every Representative or Advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000. |
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