Broker Check
Michael Engler

Michael Engler

Financial Representative

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.

SeminarsMichael 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.