Michael Schwartz
President & CEO, Magnus Financial Group
Regional Board Members
Michael is President & CEO of Magnus Financial Group LLC (“Magnus”), an SEC registered investment advisor. Prior to Magnus, Michael worked as a wealth management advisor for Northwestern Mutual Wealth Management Company and was a founding partner of Pioneer Financial. While there, Michael was a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 7, 26, 63 and 66 registrations and his Life, Accident & Health insurance license. He is a CERTIFIED FINANCIAL PLANNER™ professional having earned his certification in 2005 and has since earned his ACCREDITED ESTATE PLANNER™ accreditation. In 2017, Michael was named to the Top 400 Financial Adviser List by FINANCIAL TIMES.
Michael is a graduate of Fairfield University with a Bachelor of Arts in Economics and minor in English.