SELECT AN EXPERIENCED LPL FINANCIAL ADVISOR
Michael Raymond Bacci, CFP® has been servicing clients for over 24 years. His experience has allowed him to help navigate client interests through three of the best and worst market cycles of the past 75 years (The turn of the century “Technology Boom to Bust”, the Housing Boom which led to the Great Recession, and the extreme market volatility of the Covid era.)
Michael believes in a long-term approach to investing, but there are times which may warrant tactical adjustments to an investment portfolio. He works closely with his clients through routine account reviews and makes strategic 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 investment 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 FINANCIALPLANNER™ 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:
(www.CFP.net or call the CFP® Board at 800-487-1497.)
4) Comprehensive advice and investment selections which are in your best interest.
At BACCI INVESTMENTS GROUP, INC. we emphasize fee-based, investment portfolio management services.
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) 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 for Michael 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:
- Governing Board Member, Past Finance Committee member, Past Development Committee member.
Coalition For Compassion and Justice (CCJ):
- 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) Published articles:
The Daily Courier: Michael Bacci is currently the twice monthly “Talking Money” special contributing columnist to The Daily Courier, www.dcourier.com. The Daily Courier is one of the primary sources of news for central and northern Arizona.
BA, The University of Arizona, Tucson, Arizona
CERTIFIED FINANCIAL PLANNER(tm) Professional Education Program, College for Financial Planning, Denver Colorado
9) Licenses, Certifications, and Registrations:
CERTIFIED FINANCIAL PLANNER(tm) practitioner
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.