The reality is that unexpected things happen in life. It is not a question of IF… it is a question of WHEN. One catastrophic event can dismantle a family’s financial house. An expert in Risk Management is engaged to review every reasonable risk scenario… whether the family’s current coverage is adequate… and provide a written plan of what to do.
AJ Miceli, CFP
After graduating from Saint Andrew’s School in Boca Raton, Florida, AJ went on to attend Lehigh University, earning a degree in Bioengineering. He began his career at Metlife as a Financial Service Representative and has since launched his own firm serving as a SME™ Family Officer™ serving select families in the Boca Raton area. While working full time at Metlife, AJ earned his Masters of Science in Financial Services and completed his CFP®. AJ Serves as a Team Expert in risk management, insurance and plan writing for CWA.