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 →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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