About Michael
Michael Schwartz founded Schwartz Financial Services in 1984 after only 7 years in the financial services industry. He continues to be dedicated in creating, growing, managing and preserving the wealth of his clients for over 30 years. Advisees ranging from professionals and executives to self-employed businessmen and families rely on Michael to develop financial strategies for Retirement Planning, Retirement Distribution Planning and College Funding.
Since losing his father at the age of 7, Michael learned early in life the need to be prepared for events that appear without warning. This has given him a solid grounding in helping others focus on preparation for life’s sometimes catastrophic situations.
A strong client relationship is Michael’s forte. He excels at developing unique, customized approaches for his clients by strategically crafting a plan for each client based on individual values, objectives and goals.
Michael has successfully completed the requirements to become a Registered Financial Consultant (RFC), Certified Wealth Strategist (CWS), and a Certified Funds Specialist (CFS) and stays current with the continuing education requirements for each designation.
In an effort to provide timely education on financial matters to his clients, Michael forwards to each investment client a weekly “Market Commentary” and a monthly “Lifestyles Newsletter” as well as hosts quarterly “Client Education Workshops.”
A resident of Holland, Pa., Michael devotes his free time to his wife and two children; and enjoys a wide range of sports and recreational activities.
Education
Bachelor's degree
Licenses
Series 6
Series 63
Series 65
Series 7
Series 24
Life
Series 26
Investment Advisor Representative
Series 62
Variable Contracts
Accident & Health
Property & Casualty
Other Credentials
RFC®
CWS
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
2002
Other Credentials
2
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
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1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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