Michael’s credentials have been impeccable over his career. Beyond being a LPL Registered Representative, he has a license in life and health insurance, and maintains the designation Registered Financial Consultant (RFC) through the International Association of Registered Financial Consultants (IARFC) located in Middletown, Ohio, and Certified Plan Fiduciary Advisor (CPFA) through National Association of Plan Advisors located in Arlington, Virginia. Michael is affiliated as a Registered Representative, Registered
Representative Associate and Branch Manager of LPL Financial, a Registered Broker/Dealer, Member FNRA/SIPC. LPL Financial the
largest independent broker dealer in the country (As reported by Financial Planning magazine, 1996-2022, based on total revenue). LPL Financial offers no proprietary products and independent research. Michael believes his
affiliation with LPL Financial, provides the independence he needs to serve his clients, yet provides confidence for clients knowing one of
the nation’s largest firms is there to provide the support and backup needed to run a successful practice.
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Specialties and Expertise
15
Tax Minimization Investment Strategies
Retirement Income
Portfolio Construction
Business Ownership Strategies
Succession Planning
Trust Services
Philanthropic Planning and Giving
Endowments & Charities
Sports and Entertainment
High Net Worth Planning
Wealth Accumulation and Preservation Strategies
Family Governance and Legacy Planning
Business Continuity Planning
College Planning
Cash Flow Analysis
Clientele
25
Retirees
Business Owners
Doctors
Corporate Executives
Businesswomen
Women in Tech
Tech Sales
Real Estate Agents
Real Estate Developers
Divorcees
Single Mothers
Partners at Law Firms
Parents of Special Needs Children
Wealthy Families
Professional Athletes
Inheritors
High Net Worth Individuals
Surviving Spouses
Dentists
Entrepreneurs
LGBTQ+
Building Industry Professionals
Nurses
Tech Employees
Teachers
Credentials and Designations
3
Series 63 - Uniform Securities State Law Examination
Series 65 - Uniform Investment Adviser Law Exam
Master Registered Financial Consultant®
Education
1
Rowan UniversityBS in Business with emphasis on marketingYear Obtained: 1981
Job History
1
Diversified Investment Strategies, LLCManaging Director and Founder1984-2025
Quick Facts About Michael
Years of Experience:43 yearsMember since:2025Average Account Size:$300,000Number of clients:286
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