Christian P. Cicchella, CFP®, AIF®
Principal
Mr. Cicchella is a principal of Strategic Planning Concepts, LLC. He has been in the financial services business for over 25 years. He works with closely held business owners and other high net worth individuals in the areas of Estate Planning, Wealth Management, Insurance and Employee Benefit Plans. Before cofounding Strategic Planning Concepts, Christian was a Financial Consultant with Lincoln Financial Advisors/CIGNA Financial Advisors.
Christian attended Western Michigan University where he earned a bachelors degree in Economics with a minor in Finance. Christian holds the FINRA Series 6, 7 and 63 Licenses in addition to a Michigan Life & Health Insurance License. He has earned both the CERTIFIED FINANCIAL PLANNER TM, CFP® and Accredited Investment Fiduciary, AIF®, designations. The CFP® designation is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. The AIF® Designation, from the Center for Fiduciary Studies, certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
Christian, his wife Kimberly and their children Charlie, Audrey and William reside in Bloomfield, Michigan.