Michael P. Rapps

Critic
DISC Type : C

Adjunct Professor of Finance and Taxation at NYU School of Professional Studies

Cedarhurst, New York, United States

Overview

Michael is the Principal Attorney at Rapps & Associates, PLLC, focusing on estate planning, wealth transfer, and asset protection for high-net-worth clients. A Certified Financial Planner™ and an adjunct professor at NYU, he translates technical complexity into clear guidance. He earned his Juris Doctorate from the Maurice A. Deane School of Law at Hofstra University.

Deeply invested in the human side of financial planning, Michael is a passionate mentor for professionals early in their careers. He emphasizes that the most important lessons, such as navigating a familys grief or building multigenerational trust, are not found in textbooks. This philosophy drives his work as both an attorney and an educator.

He publishes a newsletter titled "Hidden Basis" which explores complex wealth transfer topics.

Personality Overview

ROI Driven

Information Seeker

Objective Thinker

They choose to analyze logically and value facts to emotions.  Unless the value is proven by data, they are unlikely to value fancy features. They like to do things independently and don’t look for support from others.

Topics They Care About

Multigenerational Planning
His practice and writings focus on creating financial and estate plans that span multiple generations of the same family, ensuring a lasting legacy.
Advisor Mentorship
Actively promotes mentoring junior advisors, viewing it as the most impactful investment a senior advisor can make. He also teaches graduate courses at NYU.
Human-centric Advising
Stresses that trust and human relationships are more critical than technically perfect legal documents, a core theme in his professional philosophy.

Media Appearances

Michael has no verified media appearances

Work History

9-2023
Adjunct Professor of Finance and Taxation at NYU School of Professional Studies
8-2014
Principal Attorney at Rapps & Associates, PLLC
2012 - 2014
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
2011 - 2011
Summer Associate at Meltzer, Lippe, Goldstein & Breitstone, LLP
2010 - 2011
Law Student Intern at Office of the New York State Attorney General

Education

Juris Doctorate Degree from Maurice A. Deane School of Law at Hofstra University
Master of Science - MS from Yeshiva University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Cedarhurst, New York, United States Job Level : Mid-senior Designation : Adjunct Professor of Finance and Taxation at NYU School of Professional Studies
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Insights For Selling To Michael P.

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Be formal and objective, they will appreciate it more

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael P. is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Michael P.

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Michael P. move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Michael P. take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Michael P.

Personality Compatibility


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