Mickey has been servicing the community with insurance and wealth management strategies since 2013. His clients encompass a wide spectrum: from a young family wanting to get their house in financial order with saving, investing, and insurance strategies, to the multi-generational family-owned business that's looking for proven solutions to keep the company in the right hands while maximizing its value. Mickey's primary goal is to put clients in control of their finances while keeping the process simple and flexible. He aims to build and protect client wealth, increase their financial flexibility, provide tax efficient strategies, and provide sources of funds that can be used to address their present and future needs and desires. Mickey also supervises Brokerage Sales at Planning Alliance to assist insurance and financial professionals across the United States in delivering the best products and strategies in the marketplace to their respective clients.
Mickey carries the Financial Services Certified Professional® (FSCP®) designation. He's also a perennial qualifier of the industry’s prestigious Million Dollar Round Table®. He graduated Magen David Yeshivah High School and Brooklyn College, graduating Magna Cum Laude with a B.S. in Business, Management, and Finance. Mickey married in May 2015 and resides in Brooklyn, NY with his wife Inez and two children.
Series 7, Series 66, Life & Health Licensed. Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.
Registered Representative & Investment Advisor of Park Avenue Securities, General Agent of Guardian, CA insurance license #0B10849.