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Michael Teichman, CFP®

Michael Teichman, CFP®

Financial Advisor - CERTIFIED FINANCIAL PLANNERâ„¢ professional

How I can help you

Michael uses a well-developed and highly evolved process to help people clarify their objectives. He helps clients understand the pros and cons of the various potential strategies they might want to employ in order to implement a solid financial plan, then guides them step by step through the planning process to make their plan a reality.

What makes me knowledgeable

Michael received his B.S in Business Economics from SUNY Oneonta in 2017 where he graduated from as Vice President of the Beta Gamma Sigma Honor Society. He holds the Series 7 and 66 licenses, as well as the Life and Health Insurance licenses for New Jersey.

Getting to know me

Michael spent many years as a Boy Scout in Staten Island doing various community activities such as food drives, community beautification projects, and earned the highest attainable rank of Eagle Scout. It is through his time as an Eagle Scout that he learned the value of being a leader and how to communicate to educate others effectively.

"CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements."

California Insurance License #: 4201691

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.