• Suncoast Wealth Solutions - Michelle Engle CRPC

    Suncoast Wealth Solutions - Michelle Engle CRPC

    Categories

    Financial Advisor, Retirement Planning, and Investment Services

    About Us

    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
    Series 7
    Series 66
    Florida 2-15 Life, Health and Variable Annuities Agent license

    I specialize in helping my clients with:
    Financial Planning
    Retirement Planning
    Wealth Management
    College Planning
    Insurance Needs
    Annuities
    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.

    Images

    Michelle Engle CRPC, Financial Advisor
    Jennifer Girling CFP, Financial Advisor
    Gallery Image Engle_Girling_21_standing_.jpg