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Michael Alicea | Financial Advisor

Industry
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About
What Makes Our Team Stand Out: - 7 years of experience in banking and financial services - Specialize in helping families, business owners, and pre-retirees achieve their financial goals - Focus on making wealth management simple and accessible by breaking down complex topics - Gym owner with an understanding of the importance of balance in life and finances - Personalized, clear guidance to help clients build wealth and plan confidently for the future - Started my financial advisory career in 2023 with a commitment to long-term success Let's connect and see where we can help!
Overview

Hired 3 times

Background checked

1 employee

3 years in business

Business hours

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Services offered
Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Business size

Small (fewer than 10 employees)

Medium (10-50 employees)

Large (more than 50 employees)

Business stage

Startup (less than 2 years)

Mid-stage (2-5 years)

Established (5 years and more)

Projects and media
Projects and media
Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

8 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

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Read reviews that mention:

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Alan David A.

Aug 25, 2025

•

Hired on Thumbtack

Michael breaks down information in a straightforward and realistic way. Would recommend.
Personal Financial Planning
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Julien N.

Jan 15, 2025

I cannot speak highly enough of Michael, my financial advisor. From the very beginning, his professionalism, expertise, and dedication have been truly outstanding. He takes the time to thoroughly understand my financial goals, and his ability to create customized, effective strategies has made a significant difference in my financial well-being.

What sets Michael apart is his unwavering commitment to transparency—he always ensures I’m fully informed about every decision and option available, which has built a level of trust I deeply appreciate. His proactive approach to market trends and his continuous guidance has helped me navigate both growth opportunities and economic challenges with confidence.

I genuinely feel that Michael is invested in my financial success, and his insights have not only been invaluable for my short-term goals but have set me up for long-term financial security. I highly recommend his services to anyone seeking a trustworthy, knowledgeable, and truly dedicated financial advisor!
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Ricardo C.

Jan 15, 2025

Michael is always on top of everything to make sure I get the best understanding of my finances. He has help me built a better future for myself.
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Leticia L.

Jan 18, 2025

Michael was always searching and working with me for the best plans. I feel much more financially responsible and informed with his help and have lots of trust and certainty that he has my best intentions in mind.
pro avatar
Juron N.

Jan 15, 2025

Working with Michael has been a blessing in disguise. He has helped me save lots of money and even assisted me in earning even more money. I got a new job because of him.
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Michael Alicea Gonzalez

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