Michael’s financial services career began in 1994; his experience spans institutional sales, pension / 403(b) / 401(k) plan relationships and private client money management.
This combined expertise provides the well-rounded skills business owners should expect from their retirement plan consultant. His success stems from maintaining a strong commitment to the development of long-term client relationships, offering solutions aligned with each client’s needs. Michael is a Registered Investment Advisor Representative and also holds the Accredited Investment Fiduciary (AIF®) and Chartered Retirement Plan Specialist (CRPS®) designations.
Since 2002 he has focused on helping corporate plan sponsors manage their retirement plan by providing fiduciary investment services and other consultative services, concentrating on the reduction of employer / plan sponsor fiduciary risk, plan design options to reduce taxes and overall plan expenses, as well as improving long-term participant outcomes. During his career he has managed and provided fiduciary investment and consultation services to over $400,000,000 of client and plan assets.
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Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.
Securities offered through APW Capital, Inc., Member FINRA/SIPC
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211.
Advisory and financial planning services offered through EisnerAmper Wealth Management & Corporate Benefits, LLC.
EisnerAmper Wealth Management & Corporate Benefits, LLC and APW Capital, Inc. are unaffiliated.