Broker Check
Michael Sicuranza, CFP®, AEP®

Michael Sicuranza, CFP®, AEP®

President and Sr. Financial Advisor

My name is Mike Sicuranza and I am an architect of strategy. Every day I see intelligent, capable individuals challenged by complexity as they struggle to develop and manage a plan to reach their targets, particularly as they amass wealth or manage their business.

Thinking of things others haven’t considered and communicating complicated strategies in an easy to understand manner are essential skills I draw upon to help people feel confident in their decisions. There are many parts to life’s financial puzzle. My job is to make sense of the full range of available investment and planning options and help you identify which pieces are best suited to achieve your vision.

As a child, I loved reading books with intricate storylines and detailed character development or solving puzzles and riddles – the more complex the better.

I knew I wanted a career that would allow me to incorporate my passion for stories and puzzles. At first, I thought trying to solve the country’s public policy issues was the path for me. I could research an issue (with intricate storylines) then develop a solution (to the complex puzzle). But the death of my grandfather opened my eyes to a different direction.

Carmine Sicuranza moved to this country at age 40 and speaking very little English. He went to work first as a laborer, then as a mason for a business he started himself. In fact, he helped build many parts of New York City post-WWII. It was difficult, but my grandfather managed to save money while still caring for his family. As he grew older, my grandfather began to go blind and eventually developed Alzheimer’s and had to be in a nursing home for several years at a cost of $7,000/month.

As a brand new, 22-year-old financial advisor, I received the news that my grandfather had passed. Family members described his death as a blessing after years of suffering. But there was a sense of relief, too, because my grandmother would retain her home. Although most of the money that my grandfather had worked for and saved was gone due to the high nursing home cost, at least their house was owned free and clear.

At that moment I realize something. I couldn’t really help my grandmother significantly improve her own situation, but I could prevent this from happening to other families. So I ramped up my efforts to learn about tax strategies, estate planning techniques, and other areas of insurance. That is why I became a CERTIFIED FINANCIAL PLANNERTM and an Accredited Estate Planner. And that is why I still take continuing education so seriously. I vowed to myself that I would learn about my clients, listen to their stories, and put together the pieces of their puzzle by creating comprehensive strategies to include the mitigation of portfolio risk as well as remove obstacles to living their dreams.

A life-long student of history and economics, I love to read books on the subjects. My taste in books extends to self-help subjects such as health and goal setting, as well as topics on business and entrepreneurship. But I really wish I had more time to indulge my love of Sci-Fi novels! I am a big believer in maximizing our time and talent and living the best life possible. This is the only life I get, so it’s up to me to make sure I squeeze everything I can out of it. “With great effort comes great results” – and that is why I always make time for exercise, golf and spending time with my family.

I started my career as a financial advisor with American Express after achieving a Bachelor’s of Science degree in economics from the University of Delaware. Soon after, I established my own financial planning and wealth management firm which I eventually merged with another practice to create Investment Management and Planning, LLC.

For the last decade, I have been honored to be recognized by Medical Economics Magazine as one of the top financial advisors for doctors in the country. I have been published in national and regional business publications and was selected as a 2011 Fellow for Leadership Delaware; a competitive, prestigious leadership development program.