Broker Check
Michael Schwartz

Michael Schwartz

Financial Advisor

http://www.michaeldschwartz.com/

Upon graduation from Duke University in 2006, Mike started his career with AXA Advisors, LLC.  While learning under the tutelage of two advanced planning advisors with over 60 years of experience, he began to realize that the corporate financial planning world was not for him.  In 2011, Mike transitioned his clients and his practice to Northeast Planning Corporation.  Since then, he has continued to grow his team, client base, and expertise, bringing on an executive assistant in 2012, and junior advisors and para-planning associates in 2015.

Mike has been recognized many times for his work and expertise, qualifying every year of his career for both National Leader's Club and Northeast Planning's Leader's Club.  Since 2014, he has been a part of his firm's mentoring team for new advisors, helping them learn and grow their career.  Most recently, he was asked to teach a firm-level advanced planning class, to share his knowledge and process with other advisors.

Outside of the firm, Mike is an often sought out speaker on various financial topics.  He enjoys sharing with members of his community, as well as with other advisors.  As part of a national study group, Mike collaborates with the highest level of advisors across the nation, in order to continue to learn and improve his work for his clients.

Mike currently lives in Bernardsville with his wife, Kasey, and their young daughter, Sadie.  He and his wife are both graduates of Duke University, and they remain active in the Alumni Association both locally and on a national level.  He enjoys giving back to support Duke community service and global initiatives.  Mike is a proud member and leader within the Duke Alumni Leadership Development program, Duke Global Entrepreneurship Network, and Iron Dukes.  When relaxing, Michael can be found on the golf course, or more likely, spending quality time at home with his family!

Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian