Michael Schupak, CFP, EA / Financial Advisor in Jersey City, New Jersey

My mission is to help clients reach their financial goals, increase net worth and provide a financial understanding and peace of mind.

I am an independent, fee-only, fiduciary, CFP® professional. I have an extensive tax background and integrate tax planning with investment management as well as retirement planning.

Services provided are financial planning and portfolio management. Both are customized to meet your individual needs. My process advocates meeting with potential clients to ensure expectations are aligned, understand client goals and make sure we are a good fit before moving forward. I work out of two offices: Jersey City, NJ and NYC.

Specialties

401k Rollover Advisory And Investment Management Cash Flow Planning Certified Financial Planner CFP ® Comprehensive Financial Planning Debt Management Employer Compensation Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Independent Investment Advisor Investment Management Investment Services IRA Mutual Funds NAPFA Member Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Tax Planning Wealth Management Young Investors