Mickey H. Laniado is a Financial Advisor with Planning Alliance as well as Director of Life and Disability Insurance with UCEF Insurance Agency, LLC., a member firm of the Planning Alliance network. His primary goal is to put clients in control of their finances while keeping the process simple and flexible. His clients range from young families seeking financial organization to multi-generational family-owned businesses looking to maximize value, minimize tax exposure and maintain long-term ownership.
Mickey joined the firm in 2014. In 2018, he became Life and Disability Insurance Director with UCEF Insurance Agency, LLC. Prior to joining Planning Alliance, he co-founded Swish Basketball. He began his financial services career interning with Fogel Neale Partners, LLC. and MetLife.
Mickey is a perennial qualifier of the industry’s prestigious Million Dollar Round Table® and Guardian’s Leaders Club. He is a published thought leader on insurance planning.
Mickey received his Bachelor of Science in Business, Management, and Finance from Brooklyn College in 2015. He obtained his Financial Services Certified Professional® (FSCP®) designation from The American College of Financial Services in 2017. He also has his Series 7 and 66 licenses.
Mickey resides in Brooklyn, NY with his wife Inez and three children.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street Suite 202 Shrewsbury NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.
Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee.
UCEF Insurance Agency, LLC is not an agency or affiliate of The Guardian Life Insurance Company of America. UCEF Insurance Agency, LLC is a separate legal entity from Planning Alliance.
The consulting services offered through Planning Alliance Consulting, LLC are not offered through, endorsed or recommended by Park Avenue Securities LLC (“PAS”), The Guardian Life Insurance Company of America (“Guardian”), or any subsidiary or affiliate thereof. The services provided by Planning Alliance Consulting, LLC are independent of the services PAS, Guardian or any subsidiary or affiliate thereof provide to clients. Planning Alliance Consulting, LLC and its employees are not authorized to, and may not provide legal advice or tax advice, all legal and tax advice or services must be obtained through a qualified attorney or tax advisor.