Who We Are

 

Miceli Financial Planning (MFP) is an independent, fee-only financial planning and Registered Investment Advisory firm founded by Sal Miceli in 1999. We provide financial planning and investment management services for those who don't have the time, inclination or training to do it alone.  We want to build a trusting relatioship so that our clients can focus their attention on the most important aspects of their lives.

Recognizing that your time is valuable, MFP tailors its services to help you save time throughout the the planning process. Some of the unique features we offer are:

  • Personalized service and attention - If you want accessibility to your Financial Planner
  • Internet Meetings -  If you can't make it in person to a meeting
  • Quarterly Newsletter - Covering today's most important topics
  • Internet account access - If you can't wait for your monthly statements or quarterly report
  • Online Data - Forms, research, calculators and education articles

Sal Miceli, CFP®

 

As a CERTIFIED FINANCIAL  PLANNERTM practitioner, Sal meets the rigorous education, exam, experience and ethics requirements, and participates in ongoing professional education (www.cfp-board.org).   He is also a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA).  NAPFA members (www.napfa.org) are further set apart by limiting their participants to "fee-only" planners in addition to their more stringent eligibility and and ongoing professional education requirements.   Sal chose fee-only planning because it offered so many opportunities to help others in an objective and comprehensive way.  As a financial planning and investment management specialist, Sal has been quoted numerous times from trade magazines like Bloomberg's "Wealth Manager" as well as recent quotes in the "Wall Street Journal" Sunday edition, distributed nation wide in regional business sections, and the "Dow Jones News Wire" .  His qualifications are rounded out by his strong problems solving skills developed during his ten years as an aerospace engineer.  

In 2006, Sal celebrated his fifteenth wedding anniversary with his college sweetheart, Kris. They have three sons, Philip, Alex, and Dominic.

Family photo

In addition to his many interests – including photography, biking, skiing, snow boarding, racquetball, and SCUBA diving – Sal is active in his profession and his home community.

He is involved in the National Association of Personal Financial Advisors (NAPFA) Denver Study Group, the local DFA study group, as well as having served on his local homeowners board of directors.

Sal has also shared his financial expertise with the Rainy Day Initiative, a financial literacy program for the underprivileged.

For more information about Miceli Financial Planning, download our Form ADV Part II. This is a document that all Registered Investment Advisors must file with their state or the SEC.

Form ADV Part II