Michael S. Schwartz, CFP®, AEP® Receives Forbes’ Top Financial Security Professional Recognition for a Third Consecutive Year


Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has been named to the Forbes/SHOOK® Top Financial Security Professionals for 2023. 

"I’m honored to be named to the Top Financial Security Professional list for the third consecutive year," stated Michael Schwartz, CFP®, AEP®, adding, "This award recognizes wealth managers who holistically blend risk management with wealth management and I very much appreciate being recognized."

This award adds to other recognition that Schwartz has received, including Forbes/SHOOK® Best-In-State Wealth Advisors for the last five consecutive years, including 2023, Forbes/SHOOK® Top Financial Security Professional in 2022 and 2021, WealthManagement.com's Thrive List of Fastest-Growing Advisors in 2019, and Financial Times' FT Top 400 Financial Advisor List back in 2017.

In this ranking, SHOOK Research has evaluated more than 1,000 distinguished insurance specialists sorted by state who oversee client policies exceeding $1 trillion.

The SHOOK® process began by scouring the financial services industry, life insurance companies, banks, brokerages, agencies, custodians, and others for nominations. SHOOK accepted professionals who met predetermined minimum thresholds and acceptable compliance records. An FSP is a professional advisor who is properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The full methodology can be viewed online.

About Magnus Financial Group:

Magnus Financial Group LLC is an SEC-registered, independent investment advisory firm located in New York City. Magnus provides customized wealth management and financial planning services for clients in all phases of their lives. As an independent RIA, Magnus provides high-quality service with a personalized client approach. Magnus was founded in 2017 and consists of a team of wealth advisors and personnel that supports a variety of departments, including investment and insurance operations, research and trading and compliance.

For more information on Magnus Financial Group and our services, visit our website at http://www.magnusfinancial.com. 

For media inquiries, please contact:
Rachita Sharma of Blue Ocean at 917-720-3036

Contact Information:
Rachita Sharma
CMO, Blue Ocean Global Tech
[email protected]
(917) 720-3036

Original Source: Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Third Consecutive Year

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