Michael Laliberte Email & Phone Number
Founder and CEO @ Coastal Retirement Advisors
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Michael Laliberte Location
- Leesburg, FL, US
Michael Laliberte Work
- 2016 -2022 Managing Partner and Financial Planner @
- 2016 -2022 Owner and Financial Planner @
- 2016 -now Founder and CEO @
- 2016 -2022 Branch Manager and Financial Advisor and ChFC and MPAS and MSFP @
- 2015 -2016 Financial Services Representative @
- 2014 -2015 Personal Banker @
- 2007 -2014 Lieutenant (Retired) @
- 2005 -2007 President and Founder @ Focal Point Advisors
- 2004 -2005 Vice President and Banker @
- 2002 -2004 Vice President and Private Banker @
- 2001 -2002 Vice President and Financial Consultant and Branch Manager @
- 2001 -2001 Vice President and Financial Consultant @
- 1996 -2000 Executive Vice President and Co-Founder @ The Retirement Planning Company of New England, Inc.
- 1996 -1999 Adjunct Instructor @
- 1992 -1996 Registered Representative @
- 1990 -1992 Registered Representative @
Michael Laliberte Education
- The American College of Financial Services
Chartered Financial Consultant (ChFC) (Chartered Financial Consultant (ChFC), Financial Planning and Services)
2017-2019 - College for Financial Planning
Master of Science Degree (Master of Science Degree, Personal Financial Planning)
2011-2014 - Corporate Value Metrics
Certified Value Growth Advisor (Certified Value Growth Advisor, Small Business Value Growth Builder)
2014 - College for Financial Planning
Master Planner Advanced Studies (Masters Degree, Financial Planning and Services)
2014 - College for Financial Planning
(Masters Degree, Personal Financial Planning)
2014 - College for Financial Planning
(Master Planner Advanced Studies, Concentration In Financial Planning)
2014 - College for Financial Planning
(Masters Degree, Financial Planning and Services)
2014 - Johnson & Wales University
Bachelor's degree (Bachelor's degree, Business Administration and Management)
1985-1989 - Exit Planning Institute
Certified Exit Planning Advisor (Certified Exit Planning Advisor, Business Exit Planning)
Michael Laliberte Skills
- Financial Analysis
- Team Building
- Military Experience
- Army
- Banking
- Investments
- Finance
- Security Clearance
- Program Management
- Military
- Strategic Planning
- Military Operations
- Estate Planning
- Intelligence Analysis
- Operational Planning
- Tax Advisory
- Analysis
- Management
- Business Coaching
- Sales Management
- Tactics
- Risk Management
- Financial Planning
- Financial Services
- Executive Coaching
- Command
- Investment Advisory
- Counterinsurgency
- Leadership
- Cross-functional Team Leadership
- University Teaching
- Military Training
- Force Protection
- Retirement Planning
- Wealth Management
- Training
- Strategy
- Mutual Funds
Michael Laliberte Summary
- Michael Laliberte, based in Leesburg, FL, US, is currently a Founder and CEO at Coastal Family Wealth Advisory. Michael Laliberte brings experience from previous roles at Coastal Retirement Advisors, Cambridge Investment Research, Inc. and Baystate Financial. Michael Laliberte holds a 2017 - 2019 Chartered Financial Consultant (ChFC) in Chartered Financial Consultant (ChFC), Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Financial Analysis, Team Building, Military Experience, Army, Banking and more. Michael Laliberte has 2 emails and 3 mobile phone numbers on RocketReach.
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