Michael Laliberte Email & Phone Number
Founder and CEO @ Coastal Retirement Advisors
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Michael Laliberte Location
- Leesburg, FL, US
Michael Laliberte Work
- Founder and CEO @ (January 2016 - Present)
- Managing Partner and Financial Planner @ (September 2016 - February 2022)
- Owner and Financial Planner @ (September 2016 - February 2022)
- Branch Manager and Financial Advisor and ChFC and MPAS and MSFP @ (September 2016 - February 2022)
- Financial Services Representative @ (May 2015 - September 2016)
- Personal Banker @ (August 2014 - March 2015)
- Lieutenant (Retired) @ (July 2007 - June 2014)
- President and Founder @ Focal Point Advisors (January 2005 - January 2007)
- Vice President and Banker @ (August 2004 - September 2005)
- Vice President and Private Banker @ (July 2002 - July 2004)
- Vice President and Financial Consultant and Branch Manager @ (September 2001 - July 2002)
- Vice President and Financial Consultant @ (January 2001 - July 2001)
- Executive Vice President and Co-Founder @ The Retirement Planning Company of New England, Inc. (February 1996 - December 2000)
- Adjunct Instructor @ (March 1996 - November 1999)
- Registered Representative @ (September 1992 - April 1996)
- Registered Representative @ (February 1990 - September 1992)
Michael Laliberte Education
- The American College of Financial Services
Chartered Financial Consultant (ChFC) (Financial Planning and Services)
2017-2019 - College for Financial Planning
Master of Science Degree (Personal Financial Planning)
2011-2014 - Johnson & Wales University
Bachelor's degree (Business Administration and Management)
1985-1989 - 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 - Corporate Value Metrics
Certified Value Growth Advisor (Small Business Value Growth Builder)
- Exit Planning Institute
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 Family Wealth Advisory, Cambridge Investment Research, Inc. and Baystate Financial. Michael Laliberte holds a 2017 - 2019 Chartered Financial Consultant (ChFC) in 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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