Ciccarelli Advisory Services, Inc. (SEC-registered fiduciary Investment Adviser, CRD #110904, SEC File #801-26103) is a family-focused, multi-generational wealth management and comprehensive retirement planning firm headquartered on Tamiami Trail North in Naples, Florida. Co-founded in 1983 and led in Naples by President Kim Ciccarelli Kantor, CFP®, CAP® (CRD #1106058) alongside Vice Presidents Paul F. Ciccarelli, CFP®, ChFC®, CLU® (CRD #2066191) and Jill Ciccarelli Rapps, CFP® (CRD #2094363), the firm specializes in cross-state snowbird residency transitions between northern states and Southwest Florida, CCRC entrance-fee cash-flow modeling, Chartered Advisor in Philanthropy (CAP®) charitable giving, and multi-generational family wealth stewardship.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Ciccarelli Advisory Services, Inc.); SEC IAPD Individual Profile (Kim Ciccarelli Kantor, CFP®, CAP®); Ciccarelli Advisory Services Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-26103; independent SEC-registered fiduciary Investment Adviser headquartered at 9601 Tamiami Trail North, Naples, FL 34108, serving Collier County families since 1983.
Issuer: Certified Financial Planner Board of Standards / SEC / FINRA
Notes: Led by President & Co-Founder Kim Ciccarelli Kantor, CFP®, CAP® (CRD #1106058), Vice President Paul F. Ciccarelli, CFP®, ChFC®, CLU® (CRD #2066191), and Vice President Jill Ciccarelli Rapps, CFP® (CRD #2094363).
Factual details and direct answers about Ciccarelli Advisory Services, Inc.'s services, licensing, and credentials.
What are the SEC registration and CFP® credentials of Ciccarelli Advisory Services in Naples?
Ciccarelli Advisory Services, Inc. is an active SEC-registered Investment Adviser (CRD #110904, SEC File #801-26103) founded in 1983. Its Naples leadership includes President Kim Ciccarelli Kantor, CFP®, CAP® (CRD #1106058), Paul F. Ciccarelli, CFP®, ChFC®, CLU® (CRD #2066191), and Jill Ciccarelli Rapps, CFP® (CRD #2094363).
How does Ciccarelli Advisory Services help Naples seniors evaluate CCRC entrance fees and long-term care costs?
The firm models refundable versus traditional Continuing Care Retirement Community (CCRC) entrance contracts, long-term care insurance benefits, and tax-deductible medical expense thresholds so North Naples and Pelican Bay retirees can transition to senior living communities without disrupting portfolio sustainability.
Where is Ciccarelli Advisory Services located in Collier County?
The firm's Naples headquarters is located in North Naples just north of Pelican Bay and Vanderbilt Beach Road at 9601 Tamiami Trail North, Naples, Florida 34108.
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