Michael Koerick, CFP®, AIF® in

Michael Koerick, CFP®, AIF®

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Financial Advisor at Lincoln Investment
📍 Wayne, Pennsylvania, United States

Michael Koerick is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® with Lincoln Investment, where he founded The Koerick Group. A graduate of Penn State University, he has over 15 years of experience in financial services and has been repeatedly named a Five Star Wealth Manager.

Outside of his financial practice, Michael is deeply involved in his community as the Head Varsity Baseball Coach at Radnor High School. He lives in Radnor with his wife and three children and enjoys coaching their sports teams and playing golf in his free time.

He has successfully led his high school baseball team to over 100 career victories.

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Experience
10 Years
Current Role
Financial Advisor
Location
Wayne, Pennsylvania, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Michael cares about

Financial Planning
As a CFP® professional, he specializes in comprehensive financial planning, including retirement and estate planning, through his firm, The Koerick Group.
Baseball Coaching
He is the long-tenured Head Varsity Baseball Coach at Radnor High School, demonstrating a significant passion for mentoring and developing young athletes.
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Career

Work history

9-2020
Financial Advisor
Lincoln Investment
6-2016 - 9-2020
Director Of Sales And Business Development
SkillShow, Inc.
5-2015 - 8-2015
Analyst Intern
PMC Property Group, Inc
5-2014 - 8-2014
Broker Dealer Operations Intern
Lincoln Investment
6-2020
Assisstant Varsity Baseball Coach
Radnor Township School District
In the press

Media appearances

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Education
2012 - 2016
Bachelor’s Degree
Penn State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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