Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Michael Karwic

Glenayr Family Advisors

 

Member profile details

Membership level
Philadelphia Individual
First name
Michael
Second name/initial
B
Last name
Karwic
Title
Financial Transition Planner
Company
Glenayr Family Advisors
 

CONTACT INFORMATION

City
Elverson
State
Pennsylvania
 

PROFILE INFORMATION

Call me when
You need to be confident that you are mapping out a great personal and financial (after tax) path when navigating a major life transition event.
Profession
  • Banker
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Cash management
  • Charitable giving
  • Compensation
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Fundraising
  • Investments
  • Marketing
  • Mergers
  • Philanthropy
  • Retirement
  • Risk management
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP, AEP, CRPC, CeFT
Transition Planning Certification or Methodology
Certified Financial Transitionist
In Business Since
1997
Business Focus
Planning for Major Life Transition events and helping people who are transitioning to retirement and desire a collaborative, tax efficient plan
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy