Michael Bacci, CFP

Select An Experienced Financial Advisor




1)  Experience:

Michael R. Bacci, CFP® has been managing client investments for over 20 years. During this time his experience has allowed him to help navigate client interests through two of the best and worst market cycles of the past 75 years (The turn of the century “Technology Boom to Bust”, and the Housing Boom which lead to the Great Recession).

Michael believes in a long term approach to investing, but there are times which warrant tactical adjustments to a portfolio.  He works closely with his clients through routine account reviews, and makes strategic portfolio changes when economic and market data warrant.

In today’s investing world of stock market boom, to bubble, to bust....a seasoned investment manager can help you look out for your interests. 


2)  A deep history of managing the following types of accounts and programs:


Family Trust

Revocable Trust

Irrevocable Trust


Roth IRA



Endowment / Non- profit

Business / Corporate

Estate Planning

Retirement Planning

Legacy Planning



3) You will work with a CERTIFIED FINANCIAL PLANNER™ 

The CFP® certification represents "rigorous professional standards that Advisors have agreed to adhere to."  A CFP® practitioner is held accountable to the ethical practices as set forth by the CERTIFIED FINANCIAL PLANNER Board of Standards.  (For more information on the CFP®  certification please go to the CFP®  Board website at: http://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements

(www.CFP.net or call the CFP®  Board at 800-487-1497.)  


4)  Objective advice and investment selections which are in your best interest.


At BACCI INVESTMENTS GROUP, INC. we emphasize fee-based, fiduciary portfolio management services.  Securities and advisory services are offered through our broker dealer, Royal Alliance Associates, Inc., however we are not bound by sales quota demands and no one dictates or restricts the selection of investments we offer. 

We work for you and select investments that we feel are most appropriate for your situation. 


**We are currently accepting new clients with minimum investible assets of $500,000



 5)  A heart for community:

Michael is committed to supporting and giving back to the local community.  He has been active in the leadership of several Prescott area non-profit organizations over the past 19 years. 

  • Michael is currently a governing board member for the Highlands Center for Natural History.


  • Past Chair, Past Vice-Chair, and Past Treasurer of the Arizona Community Foundation of Yavapai County Board of Adivsors.    


  • Past Vice Chairman and Past Treasurer for the  Coalition for Compassion and Justice (CCJ)


  • Allocations committee member of the Greater Prescott United Way


  • Past member of the Yavapai County Elder Abuse Task Force.  


  6) Educational History:

  • BA, The University of Arizona, Tucson, Arizona


  • CERTIFIED FINANCIAL PLANNER(tm) Professional Education Program, College for Financial Planning, Denver Colorado


7) Licenses, Certifications, and Registrations:



  • FINRA Series 7, Registered Representative, Royal Alliance Associates, Inc.  Member FINRA/SIPC.


  • FINRA Series 66, Investment Advisor Representative, Royal Alliance Associates, Inc.  Member FINRA/SIPC.


  • Licensed Life, Health, and Variable Contracts Insurance Agent in the states of Arizona and New Mexico.



As a required disclosure by the Certified Financial Planner Board of Standards, Inc our sources of compensation are:

Commission and Fees

Our compensation structure is primarily fee based compensation with a minimal amount allocated to commission compensation.