Topline | Michael L. Schwartz, Cepa, Rfc, Cfs

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Michael L. Schwartz, Cepa, Rfc, Cfs

President, Ceo at Schwartz Financial Services

Intro Book

Financial expert with expertise in retirement planning and wealth management.

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Location

Washington Crossing, Pennsylvania, Un...

Languages

English Native or bilingual proficiency

Skills

Retirement Planning
Wealth Management
Estate Planning
Investments
Life Insurance
Financial Planning
Retirement
Finance
Insurance Planning
Private Equity
Tax Preparation
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s calculate this. Michael has a strong background in finance and a range of certifications, which indicates expertise. The fact that he’s located in Washington Crossing, PA, a suburb of Philadelphia, suggests a relatively high cost of living. Financial planners with his level of experience and certifications can charge higher rates. Considering the demand for financial services in the region and his expertise, I estimate his hourly rate to be around $250. This is slightly lower than the national average for financial planners, but still reflects his value proposition.

Bio

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Topline AI

Michael L. Schwartz is a seasoned financial expert with expertise in retirement planning, wealth management, and estate planning. He holds multiple certifications, including CEPA, CFS, RFC, and RFC, and is fluent in English.

Credentials

Certified Exit Planning Advisor

EPI Masterclass: Certified Exit Planning Advisor (CEPA) Credentialing Program

Mar, 2020
- Jun, 2026
Certified Funds Specialist

IBF
Certified Wealth Stratagist

Cannon
Registered Financial Consultant

IARFC

Experience

Schwartz Financial Services
- President, Ceo

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Wealth Management”

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Michael L. Schwartz, Cepa, Rfc, Cfs

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate