Michael Kessler Email & Phone Number

Michael Kessler is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience practicing financial, estate, insurance, disability and long-term care planning.After earning his baccalaureate from Long Island University and becoming certified as a teacher, Michael was accepted into the clinical psychology Ph.D. program at NYU. However, he discovered that his gift for understanding people when combined with his innate appetite for knowledge formed a natural fit for a career in the financial and insurance industry.Michael regards his work with KBK Wealth Management Clients as a relationship rather than a transaction, and he brings a unique combination of profound technical insight with a genuine concern for Clients.Michael is a REGISTERED REPRESENTATIVE and an INVESTMENT ADVISER REPRESENTATIVE® of Commonwealth Financial Network and a Managing Partner of KBK Wealth Management, LLC. He is also an ACCREDITED INVESTMENT FIDUCIARY® in the management and care of pension funds, 401K's, foundation assets, educational and non-profit endowments and other qualified monies. You may contact Michael by email: mk@kbkwealth.com.Securities and advisory services offered through Commonwealth Financial Network®,Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictlyintended for individuals residing in the states of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI). No offers may be made or accepted from any resident outside these states due to various staterequirements and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network®,Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. KBK WealthManagement, 28 West 44th Street, New York, NY 10036. 212-944-8501. Please see ourTerms of Use here: www.commonwealth.com/termsofuse.html

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  Partner

  Kbk Wealth Management

  Jan 1987 - Present - Greater New York City Area

  Michael Kessler is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience practicing financial, estate, insurance, disability and long-term care planning.

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  Long Island University, Southampton Campus