Columbus, OH
(614) 407-4746
mike@caligiurifinancial.com

About Caligiuri Financial

Click Here

Fee only Registered Investment Advisor serving in a fiduciary capacity 

✓CERTIFIED FINANCIAL PLANNER™ (CFP®)

✓Member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network (XYPN)

✓Specialize in serving physicians


 

One-Time
Financial Plan

✓Schedule a free, exploratory meeting

✓Decide whether our pricing and services fit your needs

✓Schedule a meeting where we can collect the information necessary to prepare your customized financial plan

✓Schedule a time to review your financial plan

✓5% of proceeds go to a Pelotonia rider of your choice

LEARN MORE (PDF)

Professionally Managed Accounts (PMAs)

✓ Complete the One-Time Financial Plan process

✓ Decide whether our pricing and services meet your needs

✓ Schedule meetings to set-up your investment accounts and/or rollover/transfer assets

✓ Continue to monitor your financial plan via our financial planning software and/or future One-Time Financial Plans

LEARN MORE (PDF)

As Seen In