Michael Ciocca is a seasoned financial professional with extensive experience in the investment industry. Currently serving as a Financial Consultant at Fidelity Investments since February 2024, Michael previously held the position of VP Financial Consultant at Charles Schwab from May 2021 to February 2024, where also worked as an Associate Wealth Advisor. Prior to that, Michael was a Private Wealth Advisor and Relationship Manager at Allegiance Financial Group from July 2015 to May 2021. Additional experience includes a role as a Relationship Manager at Ameriprise Financial Services, LLC from July 2017 to July 2018. Michael holds a Bachelor of Arts degree in Economics from California State University, Chico, and a diploma from Hatboro-Horsham Senior High School.
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