Michael L. Schwartz

Michael L. Schwartz, CEPA, RFC, CFS, serves as the President and CEO of Schwartz Financial Services since April 1978, specializing in comprehensive wealth management to help clients create and grow wealth. With extensive experience in the financial industry, Michael has held various positions, including Wealth Manager at Independent Financial Group LLC and prior roles at First Allied Securities, Next Financial, SunAmerica Securities, and Prudential Insurance. Michael is also an accomplished author, having published numerous articles and the "Schwartz Financial Weekly Commentary," which has been distributed to over 1200 individuals for the past decade. Michael's educational background includes multiple certifications in estate planning and wealth management, along with a degree in Business from La Salle University. Additionally, Michael is a proud veteran of the United States Navy.