Michael Preisz Email & Phone Number
President @ Preisz Financial
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Michael Preisz Location
- Portland, Oregon, United States
Michael Preisz Work
- now President @
- 1995 -2015 Advisor @
- 1985 -1987 Chief Financial Officer @ Mainsail Diamonds and Jewelry
- 1980 -1985 Chief Financial Officer @ Smith’s Home Furnishings
- 1979 -1980 Controller @ Wood International
- 1978 -1979 Controller @ Merrill Lynch Wood Markets
- 1974 -1978 Staff Accountant @
Michael Preisz Education
- Portland State University
Bachelor of Science (Business Administration)
1974
Michael Preisz Skills
- Estate Planning
- Financial Advisory
- Pensions
- Retirement Income Strategies
- Retirement Planning
- Financial Planning
- Annuities
- Investments
- 401k
- Investment Advisory
- Group Benefits
- Income Protection
- Wealth Management
- Universal Life
- IRA's
- Business Planning
- Strategic Financial Planning
- Charitable Giving
- Deferred Compensation
- Long Term Care
- Defined Benefit
- Wealth
- Profit Sharing
- Succession Planning
- Insurance Planning
- ERISA
- Plan Design
- Term Life Insurance
- Inheritance Tax Planning
- Health Insurance
- Employee Benefits
- Whole Life
Michael Preisz Summary
- Michael Preisz, based in Portland, Oregon, United States, is currently a President at Preisz Financial. Michael Preisz brings experience from previous roles at LPL Financial, Mainsail Diamonds and Jewelry, Smith’s Home Furnishings and Wood International. Michael Preisz holds a Bachelor of Science in Business Administration @ Portland State University. With a robust skill set that includes Estate Planning, Financial Advisory, Pensions, Retirement Income Strategies, Retirement Planning and more. Michael Preisz has 1 emails on RocketReach.
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