Mike Schwartz in

Mike Schwartz

Login to view DISC.
Founder & President at Schwartz Planning Group
📍 New York City Metropolitan Area, United States

Mike is the Founder and President of Schwartz Planning Group, a practice he established after starting his career in 2006. A graduate of Duke University and The Wharton Schools retirement program, he has been recognized by Forbes as a top financial professional in New Jersey for his client service and expertise.

Outside of his professional life, Mike resides in Monmouth County, New Jersey with his wife, Lauren, and their three children. He is described as an avid golfer and enjoys spending his free time with his family and friends, balancing his successful career with a focus on his personal life.

He has consistently been named one of the top Financial Security Professionals in New Jersey by Forbes.

Read the full overview →
Experience
19 Years
Current Role
Founder & President
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Mike 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.

Login to view personality overview.
Priorities

Topics Mike cares about

Retirement Strategy
He actively shares content on strategies for retirement, such as IRA Maximization, to help clients make their assets more valuable for the long term.
Financial Wellness
He believes financial stress can significantly undermine a person's overall well-being and advocates for creating healthy financial habits to reduce anxiety.
+5 more topics Login to view topics
Career

Work history

3-2024
Founder & President
Schwartz Planning Group
6-2011
Financial Advisor
Northeast Financial Network
10-2006 - 5-2011
Financial Consultant
AXA Advisors, LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2002 - 2006
Bachelor of Arts
Duke University
2010 - 2010
Retirement Planning Specialist
The Wharton School
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.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Mike. Free, 10 seconds.