Skylight Welcomes New Financial Planner Angelo Carcioppolo
June 14, 2018
Skylight Financial Group is pleased to announce that Angelo Carcioppolo CFP®, ChFC, LUTCF has joined our Cleveland office as an associate and financial planner. Angelo has been working in the financial services industry for over six years where he advanced quickly through the ranks to staff manager. He brings to Skylight extensive experience in providing financial services (investments, insurance, and financial planning) to individuals, families, and small business owners.
As a financial planner, Angelo draws on his background as a fitness director and his experience in coaching individuals and athletes to reach their goals. These valuable skills he transfers to understanding his clients’ needs, helping them map out actionable goals and supporting them in their journey. He thrives on making what can be complex financial matters relatable and manageable to his clients; helping them plan better to achieve the life they deserve.
Mike Connole, Managing Partner of Skylight Financial Group, said, “We are delighted to welcome Angelo to our firm. He is committed to putting the needs of his clients first which makes him a perfect fit for Skylight. His clients will greatly benefit from his acute insight, his tremendous coaching skills, and his wealth of experience. Unlike other advisors who can be more willing to tell their clients what to do with their finances, Angelo listens carefully to what his clients care about most and helps them decide what’s best for them.”
On joining Skylight, Angelo said, “I’m very excited to join Skylight. What I love most about being a financial planner is helping to relieve my clients’ stress and see them hit their goals. With Skylight’s full array of financial planning tools and holistic support, I feel I will be better positioned to serve my clients’ needs and help them achieve their plans and dreams. I was also drawn to Skylight as it is a firm that does so much for our community and I look forward to being part of that.”
Angelo resides in Twinsburg with his wife Jo Jo and their 9-month old son. He enjoys watching and playing baseball and is an avid fan of the game. He used to be a boxing instructor for individuals and several Cleveland Browns players and people are often surprised to learn that growing up Angelo was very interested in drawing and being an artist.
He is actively involved in his community as Treasurer for the Twinsburg Chamber of Commerce and acts as an Ambassador for BNI Cleveland, bringing business professionals together. He supports his wife Jo Jo’s non-profit organization, Dancing Classrooms, which is a social development program for 5th and 8th-grade children in the Cleveland and Akron communities.
Angelo can be reached by email at firstname.lastname@example.org or by phone at (440) 479-6252.
Angelo Carcioppolo is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 2012 W. 25th Street, Suite 900, Cleveland, OH 44113. 216-621-5680.