Michael E. Malz, Cfp®, C(K)P®, Crps®, Qpfc Email & Phone Number

Mike Malz has 23 years of experience consulting affluent families, business owners and corporations regarding their qualified and non-qualified plans by delivering investment services to both plan sponsors and participants. His practice is built on the principles of honesty, trust, attention to detail and commitment to client goals - these core beliefs remain the foundation of his practice today. After years of supporting 401(k) plans, Mike was awarded the distinguished Corporate Retirement Director (CRD) designation within Morgan Stanley, which is held by less than 2% of the financial advisors in the firm as of December 2021. The CRD designation recognizes advisors who have dedicated their practice to helping corporate clients manage all aspects of their retirement plans. Mike works with Plan Sponsors, Trustees and Investment Committees to assist them in managing their fiduciary duties. He has extensive experience in helping plan sponsors develop Investment Policy Statements, select appropriate money managers, educate participants, conduct plan benchmarking and manage RFP’s. Mike also obtained MS's Financial Wellness Director title due to his experience and commitment of improving retirement plan participant financial literacy. Mike earned Morgan Stanley’s Governmental Entity Specialist (GES) designation due to his experience with consulting to municipalities. He was proud to be recognized for his industry experience, compliance record and client-centric approach by Forbes in 2021 as a Best-in-State Wealth Advisor. Our Lehigh Valley Group was also recognized in the National Association of Plan Advisors (NAPA) 2020 top team list. We were further honored to be recognized by the Financial Times as a 2020 Top Retirement Advisor.Mike earned the CERTIFED FINANCIAL PLANNER® (CFP®) and MS’s Family Wealth Director designations by meeting rigorous education, examination, experience and ethics requirements. Additionally, Mike is a Chartered Retirement Plans SpecialistSM (CRPS®), a Qualified Plan Financial Consultant (QPFC®) and a Certified 401(k) Professional (C(K)P®) earned through the UCLA Anderson School of Management. Mike also obtained MS's Senior Portfolio Manager and Senior Investment ManagementConsultant designations. He is a member of the National Association of Plan Advisors (NAPA), Association of Professional Investment Consultants (APIC) and Retirement Advisor Council. His investment and advisory registrations include Series 7, 31, 63, and 65 licenses and he holds Pennsylvania Life, Accident and Insurance licenses.NMLS# 1282471