Michael Schwartz, CFP®, AEP® is the founder, Chief Executive Officer and a Wealth Management Advisor of Magnus Financial Group LLC (“Magnus”) based in New York, NY. Michael began his career in finance over 20 years ago and during that time his unique skill set has been recognized nationally as a premier wealth management advisor in the financial services industry. Michael helps his clients, including high net worth individuals and closely held businesses, achieve their goals and objectives related to wealth accumulation, protection and distribution by applying a special blend of knowledge, experience and skill.
In 2019, Michael was named to FORBES’ Best-in-State Wealth Advisors list. Magnus was also recognized by Financial Times, having been selected to their FT 300 Registered Investment Advisers list. Since its inception in 2017, Magnus has over 15 employees including six financial advisors. Prior to founding Magnus, Michael was a partner and wealth management advisor with Pioneer Financial at Northwestern Mutual’s Park Avenue Office. While there, he achieved various professional honors and was recognized for his consistent top-level performance. In 2017, Michael was named to the Top 400 Financial Adviser List by Financial Times. In 2016 - 2017, Michael served as one of two exclusive financial planners to the NFL Alumni Association and its members of current athletes, former players, coaches and employees. In 2014, Michael was the youngest advisor in Northwestern Mutual’s 150+ year history to achieve the “Double-Million” Club where he originated over $1M in insurance premium and $1M in investment production in a single year. Michael repeated the “Double-Million” in both 2015 and 2016. He was sought after to speak at company forums sharing his experiences on building and sustaining a comprehensive financial security practice.
Michael is a contributing author for Forbes Finance Council. His industry accomplishments have been displayed online by Bloomberg, Businessweek, Fortune, Money, Reuters, Seeking Alpha, The Wall Street Journal’s – Market Watch, Yahoo Finance and Worth.
Michael earned his Bachelor of Science in Economics along with a minor in English while attending Fairfield University. While there, he was a student-athlete playing Varsity Baseball all four years competing at a Division I Level. His commitment to higher learning has allowed him to not only differentiate himself from his peers but significantly advance his competency, knowledge and skill set. He holds the CERTIFIED FINANCIAL PLANNER™ professional certification, the Accredited Estate Planner® designation, his Life/Health Insurance licenses and previously maintained securities Series 6, 7, 63, 66 registrations.
Michael has a passion for charities focused on children, veterans and athletics. He is a Chapter Board Member of the Positive Coaching Alliance (PCA). PCA develops “better athletes, better people” through resources for youth and high school sports coaches, parents, administrators and student-athletes. He has donated to the following public charities: Alex’s Lemonade Stand Foundation, Autism Speaks, Challenged Athletes Foundation (CAF), Intrepid Fallen Heroes, Michael J. Fox Foundation, National MS Foundation, Pan-Mass Challenge, Save the Children US, The Life Raft Group and the St. Baldrick’s Foundation.