Michael W. Hanna, MBA, CFP®, RICP®, AEP® is a graduate of New York University, cum laude with a Bachelor of Arts degree in Politics and Philosophy, as well as a graduate of the Stern School of Business at NYU, holding a Master of Business Administration with a concentration in Finance. He maintains Series 7 and 66, as well as Life & Health Insurance licenses.
Mike developed an unusual penchant for numbers from an early age and took to wealth management naturally. He graduated from the Stern School of Business at NYU and is a Certified Financial Planner, a Retirement Income Certified Professional and an Accredited Estate Planner.
Over the last two decades, Mike has helped a wide spectrum of clients to create a financial roadmap to wealth accumulation, customized for each clients’ goals and aspirations. A consistent leader in his practice, Mike is also an active member of many financial organizations, such as the Society of Financial Service Professionals, the Financial Planning Association, the New York City Estate Planning Council and the Million Dollar Round Table, an organization of the top five percent of finance professionals in the country.