Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC is the founder and president of Strategic Wealth Advisors Network, LLC with offices on Long Island and Manhattan.
Michael began his career in the financial service business in 1984, when he joined the Prudential Insurance Company right out of college. He was a Prudential agent for five years after which he went into management where he began to help other advisors grow and build their practice.
Michael has significant experience in the financial services industry. Prior to founding Strategic Wealth Advisors Network, he was the president of Innovative Planning Services. From 1992 to 2010 Innovative Planning Services was a general agency for the Guardian Life Insurance Company. Michael’s practice was focused on the estate, business and succession planning market, helping small business owners and professionals set up plans to protect and grow their wealth.
The core focus of Michael’s practice is holistic financial planning that includes estate planning, risk management, investment planning, retirement planning, and employee benefits. His firm offers many other specialized services that range from business succession stock option planning for business owners, to the utilization of philanthropic planning to create more wealth and cash flow while minimizing taxes.
Michael’s real passion, however, is in training and educating his clients as well as other financial advisors. His greatest strength is in his ability to take complex concepts and boil them down into easily understandable actions so that people can create the best result for their financial plans.
Michael has been married to his wife Donna for 29 years. He is active in several local charities including the Make-A-Wish Foundation, and the Long Island Fight For Charity, where he raised over $45,000 for children with special needs.
Michael earned his Bachelor’s Degree in Business Administration from State University of New York at New Paltz and maintains the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designation awarded by The American College for Financial Planning. He also is an Accredited Estate Planner (AEP®), which is a designation issued by the National Association of Estate Planners & Councils. In addition, he is a Registered Financial Consultant (RFC®), which is a professional designation awarded by the International Association of Registered Financial Consultants (IARFC) to financial consultants who meet the high standards of education, experience and ethics. He is active in the Life Underwriting Training Council (LUTC), The American Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors.
Michael has been a featured commentator on Fox News and Newsday. He has also written articles for many publications and news reports.