Biography: Michael Engler’s professional focus is on business and personal financial services, estate preservation, and investment strategies especially for retirement.
Michael prepares personalized financial strategies, serving high-net-worth individuals, and guides them through a planning process concentrating on suitable recommendations. His comprehensive approach delves into several key areas, including, but not limited to: developing investment strategies; creating tax-efficient means of wealth accumulation, distribution and transfer; and protection management.
Working with a team of professional associates, Michael concentrates his efforts in Pennsylvania and New Jersey, especially Lehigh Valley, Pennsylvania and the New York Tri-State area.
Seminars: Michael presents seminars, educating employees of all types of organizations, including Associations and CPA Firms.
Education, Professional & Accreditations:
- Series 7, 65 & 63 FINRA securities registrations, as well as, life and health insurance licenses
- Experienced in Qualified/Defined Contribution Plans (i.e. 401(k) plans-administration)
- Maintains continuing education in the areas of Estate Planning, Risk Management, and Retirement Planning
- Michael is a graduate of East Stroudsburg University, receiving a BA
Member of: The Greater Lehigh Valley Chamber of Commerce
Michael, his wife Rebecca, and daughter Hailey live in The Lehigh Valley, Pennsylvania.