Michael Raymond Bacci, CFP

LPL Financial Advisor






1) Experience:

Michael R. Bacci, CFP® has been managing client investments for over 20 years. 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 led to the Great Recession).

Michael believes in a long-term approach to investing, but there are times which may 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 navigate highly uncertain times, take advantage of investing opportunities, and look out for your interests first.


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

  • Family Trust
  • Revocable Trust
  • Irrevocable Trust
  • IRA
  • Roth IRA
  • 401k
  • 403B
  • Endowment / Non- profit
  • Business / Corporate
  • Estate Planning
  • Retirement Planning
  • Legacy Planning


3) You will work with a CERTIFIED FINANCIAL PLANNER™ professional:

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:

( 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, LPL Financial, Member FINRA/SIPC, however we are not bound by sales quota demands and we have a wide variety of investments we can offer.

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


5) We do not recommend high fee / high commission variable annuity or illiquid real estate investments (non-traded REITS):

At BACCI INVESTMENTS GROUP, INC. we believe that high fee, high commission variable annuity or non-traded (illiquid) Real Estate Investment Trusts (REITS) may not be in the best interest of a client. Many variable annuity products make guarantees which may be misleading and may not come to fruition. Non-traded Real Estate Investment Trusts (REITS) may not fully return invested funds at the end of their term, and funds invested may not be accessible for many years. Both products typically charge high commissions.


6) 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 20 years.  Past volunteer positions held have included:

Arizona Community Foundation of Yavapai County:

  • Advisory Board Past Chair
  • Advisory Board Chair
  • Advisory Board Vice-Chair
  • Advisory Board Treasurer
  • Community Fund Committee Chair
  • Environmental Fund Committee Chair
  • Music and Arts Fund Committee Chair


Highlands Center for Natural History:

  • Past Governing Board Member, Past Finance Committee member, Past Development Committee member.

 Coalition For Compassion and Justice (CCJ):

  • Past governing board member,  Past board Vice-Chair, Past board Treasurer, Finance Committee member

Yavapai County Elder Abuse Task Force: Past Task force member

Greater Prescott United Way:  Past member / Allocations Committee


7) Education History:

BA, The University of Arizona, Tucson, Arizona

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


8) Licenses, Certifications, and Registrations:


FINRA Series 7, Registered Representative, LPL Financial. Member FINRA/SIPC.

FINRA Series 66, Investment Advisor Representative, LPL Financial. Member FINRA/SIPC.

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


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.