CEO of Magnus Financial Group, Michael S. Schwartz, Honored by Forbes as Top Financial Security Professional for Third Year

Michael S. Schwartz, CFP®, AEP®, Chief Executive Officer & President ● Photo Credit: Magnus Financial Group

NEW YORK, March 28, 2024 (VSNewsNetwork.com) - Michael S. Schwartz, CFP®, AEP®, CEO & President of Magnus Financial Group LLC, has been named to the Forbes/SHOOK® Top Financial Security Professionals list for 2023, marking his third consecutive inclusion.

Schwartz shared his thoughts on the recognition, saying, "I’m honored to be named to the Top Financial Security Professional list for the third consecutive year. This award recognizes wealth managers who holistically blend risk management with wealth management and I very much appreciate being recognized."

This latest accolade adds to Schwartz's list of recognitions, including his presence on the Forbes/SHOOK® Best-In-State Wealth Advisors list for the past five years, and previous acknowledgments as a Forbes/SHOOK® Top Financial Security Professional in 2022 and 2021, among others.

The Forbes/SHOOK® Top Financial Security Professionals ranking is based on a thorough evaluation process by SHOOK Research, which reviewed over 1,000 insurance specialists across the United States, overseeing client policies totaling more than $1 trillion. The selection criteria involved a comprehensive search across the financial services industry, including life insurance companies, banks, brokerages, and other financial institutions.

Magnus Financial Group LLC, an SEC-registered independent investment advisory firm based in New York City, offers bespoke wealth management and financial planning services. Established in 2017, the firm is known for its high-quality, personalized client services, supported by a team of wealth advisors and personnel across various departments.

For further details on Magnus Financial Group and its offerings, visit www.magnusfinancial.com.

Source: Magnus Financial Group via Newswire