I believe it’s important to invest my time to understand your financial needs before you invest your money, whether that be preparing for your ideal retirement, reducing taxes or saving for a big vacation or second home. We will work together to determine the most important strategy for you and your family.
Our practice focuses on building strong relationships. We believe that one-on-one meetings, whether that be face to face or virtual, achieve this goal. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives and look forward to partnering with you toward your future goals.
I attended Shippensburg University and graduated cum laude in May 2015 with a bachelor's degree in finance and a concentration in personal financial planning. I hold the Certified Financial Planner™ (CFP®) certification, and the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) professional designations.
Originally from Quakertown, PA, I now live in Kennett Square with my wife, Amy, and our two dogs and cat. I have always had an adventurous side and for years I was a skydiving instructor. My hobbies now include traveling internationally, golfing and running half-marathons.
When you come to our office, you will initially meet Jenni, who will be your first point of contact in establishing your relationship with us. Together, we will guide you toward your financial destination. We look forward to partnering with you for years to come.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Personal Fitness
- Auto Racing
Phone NumberMichael S Caccavo at (484) 732-8256
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