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 Addessi has achieved Commonwealth Chairman's status. This distinction is based on the annual production and is attained by just 3 percent of advisors affiliated with Commonwealth Financial Network. 

  • Michael V. Addessi recognized as a leading Financial Advisor by Commonwealth Financial Network®

Michael Addessi has achieved Commonwealth Leaders status. This distinction recognizes the most successful financial advisors at Commonwealth, based on a ranking of annual production, attained by just 10 percent of advisors among Commonwealth’s network of 1,600 financial advisors. Commonwealth is the nation’s largest, privately-held independent broker/dealer and the broker/dealer of choice for Addessi Financial Partners.

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

 

*2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.