Michael D. Stepanski CFP®, ChFC®, CLU®
Financial Advisor
Michael founded Professional Wealth Management Solutions as an organization dedicated to providing personalized financial services tailored to clients' specific financial goals.
He has served his clients for three decades, helping manage portfolios and plans through two wars, the junk bond collapse, the technology bust, 9/11, the great recession and now the Covid 19 pandemic.
Michael focuses on uncovering needs, precisely defining financial objectives, designing creative technical strategies and providing holistic options on how to achieve the defined objectives. His expertise includes retirement, estate and business planning; specifically, portfolio management and income distribution at retirement.
Michael holds numerous industry marks such as CERTIFIED FINANCIAL PLANNER™ Mark (CFP®), Chartered Life Underwriter (CLU®, and Chartered Financial Consultant (ChFC®) from the American College. He is a member of the Principal Financial Group Agents Advisory Council, National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association Media Participation Group.
Michael is a lifetime qualifying member of the Million Dollar Roundtable, (MDRT) Top of the Table.
He is a graduate of the Pennsylvania State University with a Bachelors of Science Degree in Economics from the Smeal College of Business. He holds FINRA Securities 6, 7, 63 and 65 Registrations and is securities and insurance licensed in numerous states.
Michael and his family reside in Moorestown, NJ where he is active with his children's activities and Laurel Creek Country Club.