Michael Grosso
CFP®
TCI Wealth Advisors
Advisor, Shareholder
Michael Grosso
CFP®
TCI Wealth Advisors
Advisor, Shareholder
Wealth planning is often more emotional than financial. I enjoy working with clients as a friend and mentor to provide clarity and overall peace of mind. ” - Michael Grosso, CFP®
Fee-Only CERTIFIED FINANCIAL PLANNER located in Scottsdale, AZ, serving clients locally and across the country
Michael Grosso, CFP®, brings over twenty years of financial services experience to his role as an advisor and shareholder at TCI Wealth Advisors . After earning his dual Bachelor’s Degree in Finance and Marketing at Arizona State University he was a consultant at Charles Schwab to over 100 Independent Registered Investment Advisory firms throughout the Four Corners Region. There he was able to assist many small business owners in the financial services industry but he eventually wanted to work with the actual clients. In 2008 he continued his education by receiving his CFP®, Certified Financial Planner designation and joined TCI by opening the Scottsdale office where he continues to help individuals and families achieve their financial goals.
Mike’s clients include those of high-net worth, with $1-5 million in assets who need more than financial advice. He serves as a trusted advisor on holistic financial planning which includes understanding the future hopes and dreams of every client. Mike recognizes that wealth planning is more emotional than financial and works with his clients as a friend and mentor to provide a peace of mind and a sense of relief. His business philosophy is to always place the client first. He consistently looks for ways to educate and articulate the differences in working with a firm where the business model consistently attempts to take away conflicts of interest. TCI is redefining the financial services industry by offering fee-only services and he is an industry leader within the greater Phoenix area.
Outside the office, Mike is an avid ASU alumni and supporter, completing six years on the ASU Alumni Association’s National Alumni Council. You can routinely find him supporting ASU Athletics as a Sol Devil. He is also an active life member of the Executive Council 70 (EC70), a group of working professionals dedicated to organizing and providing volunteers for fundraising activities to fund Executive Council Charities’ grant program. During his seven years with EC70, the organization raised over $20 million all designated to support Arizona’s youth. In 2017 and 2018, Mike was in the top five of all fundraisers securing over $200,000 for local charities. Personally, he enjoys all outdoor activities, specifically golf, biking and hiking both locally as well as in Northern Arizona.
Michael Grosso is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families. We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being. Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities. We help clients plan for the future while also helping them live a purpose-filled life today.
With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax and Estate Planning
- Employee Stock Options
Ideal Clients
- High Net Worth Individuals
- Planning Around Life Events
- Business Owners and Executives
- Complex Financial Situations
- Retirees and Near Retirees
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Grosso is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michael Grosso is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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TCI Wealth Advisors has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Michael Grosso
Office Locations:
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6929 E Greenway Pkwy
Suite 150
Scottsdale, AZ 85254
