Michael Stieglitz, MBA, CFP®, AIF®


Mike has over 35 years of experience building client relationships, and 20 years in the securities industry. He specializes in understanding clients' needs and values, and in collaboration with our CPA partners is able to provide them with the highest 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 confidence.

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 65 securities registrations through LPL Financial and is licensed to provide our clients with life, disability, and long term care insurance, and fixed or variable annuities. Mike is a member of the Financial Services Institute, and holds the CFP® CERTIFIED FINANCIAL PLANNER™ 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.