Broker Check
Michael  Engler

Michael Engler

Financial Advisor

Michael Engler’s professional focus is on business and personal financial services, estate preservation, and investment strategies especially for retirement.

Michael prepares personalized financial strategies, serving individuals as well as businesses, and helps guide his clients through the planning process. His comprehensive approach delves into several key areas, including, but not limited to developing investment strategies; creating tax-efficient means of wealth accumulation, distribution and transfer; and protection management.  

Seminars:

Michael presents seminars, educating employees of all types of organizations, including Associations and CPA Firms.

Education, Professional & Accreditations:

 

Series 7, 65 & 63 FINRA securities registrations, as well as, life and health insurance licenses

Experienced in Qualified/Defined Contribution Plans (i.e. 401(k) plans-administration)

Maintains continuing education in the areas of Estate Planning, Risk Management, and Retirement Planning

Michael is a graduate of East Stroudsburg University, receiving a BA of Science in Athletic Training

Michael, his wife Rebecca, daughter Hailey and son Brayden live in The Lehigh Valley, Pennsylvania.