Awards & Accreditations
Awards & Recognition
- Michael V. Addessi named a Forbes Best-In-State Wealth Advisor*
Each advisor, selected by an independent third-party research firm, is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
- Michael V. Addessi recognized as a top Financial Advisor by Commonwealth Financial Network®
Michael has been recognized as a Chairman’s Level advisor for 2023 - a distinction based on annual production that places him among the top 3 percent of advisors affiliated with Commonwealth Financial Network®.
- Michael V. Addessi recognized as a leading Financial Advisor by Commonwealth Financial Network®
Michael has been recognized as a Leaders Level advisor for 2023 - a distinction based on annual production that places him among the top 6 percent of advisors affiliated with Commonwealth Financial Network®.
Advisory Team Accreditations and Registrations
- Long Island University in Accounting and Economics, Cum Laude graduate
- Stetson University graduate in Finance
- University of Washington graduate in Finance and Economics
- Madison University, Cum Laude graduate
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Accredited Investment Fiduciary® professional
- Enrolled Agent, qualified for practice before the Internal Revenue Service
- FINRA Series 7, 24, 63, and 65 securities registrations
*2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more award information.