Michele Capozzi

Administrative Specialist at SFP Synergy Financial Partners

📍 Cumming, Georgia, United States

Michele Capozzi is the Director of Operations for SFP Synergy Financial Partners, where she has been for over 10 years. She specializes in agent contracting and onboarding, benefits planning, investments, and retirement planning, focusing on empowering clients to make sound financial decisions for their future.

Originally from Long Island, Michele moved to Cumming, Georgia, in 2006, where she currently resides with her husband, Mike. Together, they have six children, highlighting a busy and full family life outside of her professional responsibilities.

She is a strong believer in client education, striving to empower clients to make sound financial decisions.

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Current Role

Administrative Specialist

Job Level

Junior

Location

Cumming, Georgia, United States

Personality Overview

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Priorities

Topics Michele cares about

Retirement Planning

Her role as Director of Operations includes specializing in investments and helping countless clients create and execute plans for a secure financial future.

Agent Onboarding

One of her key specializations at Synergy Financial Partners is managing the contracting and onboarding process for new agents.

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Career

Work history

Administrative Specialist

SFP Synergy Financial Partners

In the press

Media appearances

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Education

Michele has no verified education history

Social presence

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