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    Michael Piccoli

    Shift FG

    Michael Piccoli is the founder and owner of SHIFT FINANCIAL GROUP, LLC, a company that provides high-level financial advice starting at $97 a month.3 He offers planning and ideas for reducing debt, budgeting, saving, and retirement.3 Piccoli's approach to financial planning is aimed at making it accessible to everyone, not just the wealthy, with a focus on technology-driven, personalized financial guidance.1

    Piccoli has over 15 years of experience working with clients, boasting a 97% client retention rate.1 His company, Shift Financial, provides services such as on-demand virtual meetings, unlimited email support, personal financial websites, income analysis, debt control strategies, and retirement analysis.1

    Before founding Shift Financial, Piccoli had experience in various roles:

    • President at On Target Digital Marketing (March 2015 - Present)2
    • Vice President / Chief Marketing Officer at Rizzo Automotive Concierge Services (May 2023 - Present)2
    • Sales positions at 561 Media (May 2013 - February 2015)2
    • Vice President at MP Construction Services (January 2004 - April 2013)2
    • President at Decco Waste Services (January 2004 - April 2013)2

    Piccoli holds a Bachelor's degree in Business Administration and Management from Roger Williams University, which he attended from 2000 to 2005.2

    Related Questions

    What is Michael Piccoli's background in financial planning?
    How did Michael Piccoli transition from digital marketing to financial services?
    What makes Shift Financial Group's approach to financial planning unique?
    How has Michael Piccoli's experience at Woodstock Wealth Management influenced his work at Shift Financial Group?
    What are some client testimonials for Michael Piccoli's financial services?
    Michael Piccoli
    Michael Piccoli, photo 1
    Michael Piccoli, photo 2
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    Location

    West Palm Beach, Florida Area