Michael Calvelli
“Putting Clients First”

Michael Calvelli spent more than 30 years working in financial services in New York and San Francisco before he began working directly with clients as a financial advisor. During that period, he spent his career at investment firms, custodial banks, clearing firms, and working with independent broker-dealers. He also started a broker-dealer in San Diego.

“Through all that, I really thought that I would love to work with individuals,” Calvelli said. "It just felt like there was more to the financial industry that I was not experiencing.”

“Putting Clients First”

“Putting Clients First”

“Putting Clients First”

Michael Calvelli spent more than 30 years working in financial services in New York and San Francisco before he began working directly with clients as a financial advisor. During that period, he spent his career at investment firms, custodial banks, clearing firms, and working with independent broker-dealers. He also started a broker-dealer in San Diego.

“Through all that, I really thought that I would love to work with individuals,” Calvelli said. "It just felt like there was more to the financial industry that I was not experiencing.”

Let’s talk about 529 Plans

Let’s talk about 529 Plans

Chances are you’ve heard of a 529 Plan, but maybe don’t fully understand what they are or why you would want to open one. Below, we’ve broken it down to the basics and provided some helpful links so you can decide if a 529 Plan is right for you. If not, at least you’ll be “in-the-know” next time they come up. So, first things first…

S.E.C.U.R.E. Act

S.E.C.U.R.E. Act

You may have heard of this recent, wide-ranging piece of legislation and its many provisions. While many aspects do no not affect the majority of our clients, there are a few “need-to-know” details about this act that we want to share with you.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019 and is effective as of January 1, 2020. The purpose of the SECURE Act legislation is to positively impact retirement readiness in America.

2019 Tax Season

2019 Tax Season

The start of a new year has different meanings for different people. It can symbolize fresh starts, or mark definitive ends. It can be reinvigorating, or it can be just another day of the year. While each person may hold their own sentiments about entering January, there is one aspect of this time period that rings true in all our minds: it marks the start of tax season.

Because of that, we want to help you get prepared.

2017 Tax Season

2017 Tax Season

The 2017 tax season is approaching and we want to make sure you are aware of some important dates regarding your 1099s and other tax documents. 

We recommend keeping these dates in mind when setting up appointments with your accountant so that you have time to receive your documents beforehand. We are unable to verify which mailing your account(s) will fall under, however clients most commonly received their 1099s during the first and second mailings (**).