Suncoast Wealth Solutions - Michelle Engle CRPC
Financial Advisor, Retirement Planning, and Investment Services
I am an independent financial advisor. My broker/dealer is Lincoln Investment and I work under the DBA of Suncoast Wealth Solutions. I reside in Plant City and love everything about it! My practice is built upon the key beliefs of honesty, integrity, transparency and dedication for everyone. My passion is to help others, which naturally occurs as my values align with those of my clients.
I deliver personalized financial advice tailored to your specific dreams and goals. Working together, I can help you feel more confident, connected and in control of your financial life today and tomorrow.
I have the following licenses and certifications:
Chartered Retirement Planning CounselorSM
Florida 2-15 Life, Health and Variable Annuities Agent license
I specialize in helping my clients with:
401k Rollover Consultations
Customization to meet client's needs
Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com. Suncoast Wealth Solutions and the above firms are independent and non-affiliated.