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Michael C
CFA®, Series 66
Cave Creek, AZ
LPL Financial
Michael Cavaleri is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Cambridge Investment Research and currently serves as a financial advisor at LPL Financial. Outside of his advisory role, he is involved in independent insurance sales and manages Cavaleri Consulting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a wide range of clients, including individuals, retirement plan participants, banks, and institutions. The firm offers diverse investment options and leverages technology for research and operational support across its extensive network of advisors.
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