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Michael S. Schwartz, CFP®, AEP®

Chief Executive Officer & President

Michael Schwartz, CFP®, AEP® is the founder, Chief Executive Officer and a Wealth Management Advisor of Magnus. 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.

In 2021, Michael was named for the third year in a row to Forbes’ Best-In-State Wealth Advisors list (NYC). In 2019, Michael was named to WealthManagement.com’s inaugural Thrive Awards. Magnus was also recognized by RIA Channel to the Top 100 RIA Wealth Manager list in 2019 and FA Magazine’s Top RIA Ranking list in 2021, 2020, 2019 and 2018. 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.

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. 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.

CFP Certificate