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https://www.magnusfinancial.com/Michael Schwartz, CFP®, AEP® is the founder, Chief Executive Officer and a Wealth Management Advisor of Magnus. Michael began his career in finance over 20 years ago and during that time his unique skill set has been recognized nationally as a premier wealth management advisor in the financial services industry.
In 2021, Michael was named to the inaugural Forbes/SHOOK® Research’s Top Financial Security Professional list and for the third year in a row to the Forbes/SHOOK® Research’s Best-In-State Wealth Advisors list (NYC). Michael was also named to Financial Times’ Financial Advisor IQ Leadership Council in 2021, a community of advisors focused on growing their clientele and sharing input that fuels research to help professionals strengthen their practices. In 2019, Michael was named to WealthManagement.com’s inaugural Thrive Awards. Magnus was also recognized by RIA Channel to the Top 100 RIA Wealth Manager list in 2019 and FA Magazine’s Top RIA Ranking list in 2021, 2020, 2019 and 2018.
