Cei Financial Planning

At CEI Financial Planning, we believe that everyone deserves financial freedom. Our expert team, led by President and CEO Michael L. Crifasi, is dedicated to helping individuals and families achieve their financial goals. With decades of experience in the financial industry, we have a deep understanding of the needs of our clients and a proven track record of delivering results.

Our Services

As a full-service financial planning firm, we offer a comprehensive range of services designed to help you achieve your financial goals. Our services include:

• Financial Planning and Advice: We take the time to understand your financial goals and develop a customized plan to help you achieve them.
• Investment Management: We work with you to create a diversified investment portfolio that aligns with your risk tolerance and financial goals.
• Retirement Planning: We can help you plan for a secure retirement by creating a personalized plan that addresses your income, expenses, and financial goals.
• Estate Planning: We will work with you to create a comprehensive estate plan that addresses your wishes for the distribution of your assets after your passing.
• Insurance Planning: Our experienced team can help you develop a customized insurance plan that meets your unique needs and goals.

Our Philosophy

At CEI Financial Planning, we believe that financial freedom is not just about accumulating wealth, but also about living a life of purpose and fulfillment. We take the time to get to know you and understand your unique financial goals and challenges. We then use this information to develop a customized plan that is tailored to your specific needs. We believe that every individual and family deserves access to expert financial guidance, and we are committed to making our services accessible to everyone.

Our Team

Our team is led by Michael L. Crifasi, a seasoned financial professional with decades of experience in the industry. Mike has a deep understanding of the financial industry and a proven track record of delivering results for his clients. He is supported by a team of experienced professionals who share his commitment to delivering exceptional service and results.

Our Mission

Our mission at CEI Financial Planning is to help individuals and families achieve their financial goals and live a life of purpose and fulfillment. We believe that everyone deserves access to expert financial guidance, and we are committed to making our services accessible to everyone.