11 Penns Trail
Michael has been privileged to serve the Professional & Business community since 1970. An honors graduate of Drexel University with a major in finance and a minor in law, he has certifications as a – REBC®-Registered Employee Benefits Consultant, ChFC®-Chartered Financial Consultant CLU®-Chartered Life Underwriter, and is a member of FINRA & SIPC. He maintained his own RIA-Registered Investment Advisory firm from 1985-2013, and currently is an Investment Advisor Representative (IAR) of American Portfolios. Securities offered through American Portfolios, member FINRA & SIPC.
He also holds Securities, Health, Life & Annuity licenses, and has a long-standing relationship with the medical community, specializing in Physician Group Benefits for the last four decades. He has been a CLE instructor for the Bucks County Bar Association and the law firm of Hill Wallack, LLC. He has also been a guest speaker for a number of Medical Societies over the years and a recent ACA Guest Speaker for the Newtown Business Commons Association and Union County Medical Society. Michael also achieved the Million Dollar Round Table’s Life Member status in 1980. He resides in Yardley with his wife and has a passion for racehorses.
Good Health is Good Business
5 Smart Investing Principles
The Cost of Procrastination