Michael Burgman in

Michael Burgman

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CERTIFIED FINANCIAL PLANNER™ Professional | Empowering Professionals + Business Owners + Executives at Northwestern Mutual
📍 Jamison, Pennsylvania, United States

Michael Burgman is a CERTIFIED FINANCIAL PLANNER™ Professional at Northwestern Mutual, specializing in creating financial security for professionals, business owners, and executives. A former teacher with a MA from Gratz College, he is praised by clients for being helpful and educational in his approach to long-term planning.

Outside of his professional life, Michael is a family man, married with three children. His personal values are centered around family, faith, and fitness, which guide both his personal and professional endeavors. He is dedicated to making a positive impact on the lives of others.

Unique fact: Michael made a significant career transition, bringing his passion for education from his former role as a teacher into the financial planning industry.

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Experience
24 Years
Current Role
CERTIFIED FINANCIAL PLANNER™ Professional | Empowering Professionals + Business Owners + Executives
Location
Jamison, Pennsylvania, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

Financial Education
Leverages his background as a teacher to educate clients on complex financial topics, helping them make informed decisions for their future security.
Long-Term Planning
Focuses on developing enduring client relationships by providing expert guidance for a lifetime of financial security, as mentioned in client recommendations.
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Career

Work history

7-2012
CERTIFIED FINANCIAL PLANNER™ Professional | Empowering Professionals + Business Owners + Executives
Northwestern Mutual
2002 - 2012
Teacher
Central Bucks School District
In the press

Media appearances

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Education
2006 - 2008
MA
Gratz College
1998 - 2002
BA
Cedarville University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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