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Al Soricelli, CFP®, RICP®

Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Al Soricelli

Al Soricelli, CFP®, RICP®

Principal

(772) 878-1181

alfred.soricelli@equitable.com

I consider myself to be a "Financial Architect" who helps small business owners and families feel confident in their plans. My practice focuses on wealth management and provides financial planning to professionals, business owners and individuals and has done so since 1993.

My background and experience in business, management, sales and marketing has allowed me to develop a personal strategy to help my clients as they seek to accumulate multigenerational wealth, maximize their retirement plans and develop a risk management profile.

As a member of the Private Client Group (a platinum division of Equitable Advisors) I am able to offer a series of "Blueprints" and "Roadmaps" for my small business and individual clients allowing me to help them deal with the "what-ifs" in life

Through the use of an integrated planning platform I have helped numerous individuals, families and businesses in the Treasure Coast area with financial planning, life insurance, education planning, retirement planning & estate planning strategies. I am experienced at helping small business owners protect their assets, provide cost-effective employee benefit's packages, structure retirement plans and succession plans.

To stay on top of my field and develop my skills, I have completed and passed the exams of:

FINRA Securities Registration Series 7, 24, 6,63 & 65
Florida Department of Financial Services License 2-15: Life Insurance, Health Insurance & Variable Annuities
If you are located in the Treasure Coast area and are interested in learning more about what I do as a Financial Consultant, or if you wish to speak about a concern or question you may have in regards to life insurance, retirement planning, businesses planning or estate planning strategies, please feel free to contact me at (772)-878-1181 and please be sure to ask me for a NO OBLIGATION Financial Consultation.

A Financial Consultation is a complete review of all brokerage accounts, life insurance policies, long-term care policies, disability policies, retirement accounts, annuity accounts and any other assets that you feel would be pertinent in helping you reach your financial goals. We will review each account in detail to help ensure that you are on the right path to your goals at retirement and beyond.

My Goal is to make a positive difference in each and every life that I life that I come in contact with. I look forward to being a "value-added" in yours! Thank you for visiting.

Qualified Plan Specialist Title awarded by Equitable, based upon successful completion of an internal training program and written assessment.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning

Financial
planning1

Asset management

Wealth
management

Estate planning strategies

Estate planning
strategies

Risk Management

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

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1 Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.