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Michael C
Series 63, Series 65
Milton, GA
CEI Financial Planning
Michael Crifasi is the sole advisor at CEI Financial Planning in Milton, GA, holding Series 63 and Series 65 licenses with 37 years of industry experience. His prior roles include positions at Kovack Advisors, Inc. and Kovack Securities Inc., along with operating Crifasi Enterprises, Inc. since 1992. Outside of financial advising, he serves as a corporate advisor providing political and strategic guidance for a proprietary solid-state fuel cell company. CEI Financial Planning is an independent registered investment adviser focusing primarily on higher-net-worth individuals while also offering lower-cost reviews for clients with simpler needs. The firm employs an investment approach based on cyclical and fundamental analysis, emphasizing diversification and asset allocation, and works with third-party money managers under primarily non-discretionary advisory relationships.
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