Michael L. Schwartz, CEPA, RFC, CFS in

Michael L. Schwartz, CEPA, RFC, CFS

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President, CEO at Schwartz Financial Services
📍 Washington Crossing, Pennsylvania, United States

Michael Schwartz is the President and CEO of Schwartz Financial Services, a firm he founded in 1984. A graduate of Penn State University, he specializes in exit planning, business succession, and wealth management for business owners, holding certifications like CEPA, CWS, and CFS.

Beyond his financial practice, Michael is a dedicated author, having published numerous articles and a weekly financial commentary for over a decade. He has been featured for his expertise in publications like The Wall Street Journal and maintains a strong connection to his alma mater.

Michael has been awarded the Five Star Professional Wealth Manager designation for 12 consecutive years, from 2011 through 2023.

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Experience
47 Years
Current Role
President, CEO
Job Level
Leadership
Location
Washington Crossing, 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

Business Exit Planning
His headline focus is helping business owners move on to the next step in their lives through strategic exit and succession planning.
Wealth Preservation
A core goal of his practice is to help clients protect, preserve, and plan the distribution of their wealth during life and at death.
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Career

Work history

4-1978
President, CEO
Schwartz Financial Services
4-1978
Author
Schwartz Financial Services
9-2013
Wealth Manager
Independent Financial Group LLC
12-2007 - 9-2013
Wealth Manager
First Allied Securities
12-2004 - 12-2007
Wealth Manager
Next Financial
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2010 - 2010
BCE
Institute of Business & Finance
2008 - 2010
CWS
Cannon Wealth Institute
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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