Since 1993, Al Soricelli has been helping professionals, business owners, individuals and families build confidence in their financial futures through comprehensive wealth management and financial planning.
Al brings a strategic and personalized approach to every client relationship—whether the goal is multigenerational wealth accumulation, retirement readiness, or risk management.
As a member of the Private Client Group, Al offers an academic and people-friendly approach designed to guide both business and individual clients through life’s financial uncertainties. While we can’t predict the future, with experienced professionals like Al, we can certainly prepare for it.
Al is a proud graduate of Seton Hall University and its prestigious Stillman School of Business (Class of 1986). His proficiency has been further enriched through executive education at The Wharton School of the University of Pennsylvania and the Columbia Coaching Center of Excellence (CCOE) at Teachers College, Columbia University.
Drawing on this foundation, Al delivers a holistic planning experience that prioritizes your interests and enhances your sense of financial well-being and quality of life. He takes the time to truly understand your goals and dreams, ensuring that every strategy is tailored to you.
To maintain the highest standards of service and stay at the forefront of his field, Al has earned the following professional designations:
- CERTIFIED FINANCIAL PLANNER™ professional designation (CFP®), holding me to a higher standard of knowledge and service. Learn more about the CFP® certification at www.cfp.net
- Chartered Financial Consultant (ChFC®) - an advanced designation awarded by The American College, mastering the key financial planning disciplines, including insurance, retirement planning, investment management and estate planning.
- Retirement Income Certified Professional (RICP®) - an advanced designation awarded by The American College that specializes in retirement income planning and typically helps retired people use their assets to live comfortably in their retirement years.
He has also completed and passed the exams of:
- FINRA Securities Registrations: Series 7, 24, 6, 63 & 65
- Florida Department of Financial Services License 2-15: Life Insurance, Health Insurance & Variable Annuities
- Qualified Plan Specialist designation awarded by Equitable, based on successful completion of internal training and assessment
If you're seeking clarity and confidence in your financial journey, Al offers a complimentary, Financial Consultation—a thorough review of your current financial condition to ensure alignment with your long-term goals, values and tolerance for risk.
“My goal is to make a positive difference in every life I touch. I look forward to being a value-added resource in yours.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements