Sailor, Squid, Proud US Navy Veteran @ United States Navy
Michael Schwartz's Education
Institute of Business & Finance
BCE (Board Certified in Estate Planning)
2010 - 2010
Cannon Wealth Institute
CWS (Wealth Management)
2008 - 2010
American College
Insurance, Investments
1994 - 2003
La Salle University
BA (Business)
1977 - 1978
Penn State University
1977 - 1978
Olney High
1969 - 1972
Michael Schwartz's Skills
Disability Insurance Planning
Banking
Multi Generational
Project Management
Wealth Management
Insurance
Estate Tax Planning
Private Client Wealth Management
Wealth Transfer
Insurance Planning
Michael Schwartz's Summary
Michael Schwartz, based in Washington Crossing, PA, US, is currently a Wealth Manager at Independent Financial Group LLC, bringing experience from previous roles at Schwartz Financial Services, Independent Financial Group LLC and First Allied Securities. Michael Schwartz holds a 2010 - 2010 BCE in Board Certified in Estate Planning @ Institute of Business & Finance. With a robust skill set that includes Disability Insurance Planning, Banking, Multi Generational, Project Management, Wealth Management and more, Michael Schwartz contributes valuable insights to the industry. Michael Schwartz has 4 emails and 1 mobile phone number on RocketReach.