Michael Stieglitz, MBA, CFP, AIF

Michael Stieglitz, MBA, CFP, AIF

Director of Financial Services

Mike has over 30 years of experience building client relationships and 15 years in the securities industry.  He specializes in understanding clients' needs and values, and in collaboration with our clients' outside tax professionals he is able to provide them with a high level of comprehensive tax-smart wealth management strategies.  Mike's diversified programs help defend against market volatility, provide steady progress towards goals and dreams, and above all give our clients direction and financial peace of mind.

Mike earned his Bachelor of Science degree from Penn State University and his Master of Business Administration from the Rutgers Graduate School of Management.  He holds the  Series 6, 7, 63 and 66 registrations which are held through LPL Financial and is licensed to provide our clients with life, disability, and long-term care insurance, as well as fixed or variable annuities.  Mike is a member of the Financial Services Institute and holds the CFP® CERTIFIED FINANCIAL PLANNERTM and AIF® Accredited Investment Fiduciary designations.

When he's not working with clients Mike can usually be found giving back to our community.  He has over 35 years of experience working with kids in Scouting, Martial Arts, and Youth Sports,  coaching soccer and volleyball. He also donates his time to our Caristia Kulsar and Wade Charitable Foundation. 

Phone 973-729-8968 ext 213