Michael is a Certified Financial Planner Professional, Chartered Financial Consultant, and Wealth Advisor and Chief Operations Officer (COO) of Levy Wealth Management Group. Michael began his career at The Vanguard Group in Malvern, PA, where he specialized in investment and retirement planning for high-net worth individuals. He joined Leon L. Levy & Associates in 2003 and helped to develop Levy Wealth Management Group into an established personal financial planning and corporate retirement planning practice. He is currently a Series 7, 6 and 63 with LPL Financial and he also maintains his Life and Health Insurance licenses. Michael graduated from Bloomsburg University and has achieve