Magnus Financial Group CEO Named to Forbes/SHOOK® Top Financial Security Professionals List for 2023

Magnus Financial Group LLC, a leading investment advisory firm, has recently announced that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has been named to the Forbes/SHOOK® Top Financial Security Professionals list for 2023. This prestigious award recognizes wealth managers who excel in blending risk management with wealth management, and Schwartz is honored to receive this recognition for the third consecutive year.

In addition to this latest accolade, Schwartz has also been recognized for his exceptional work in the financial industry in previous years. He has been named to Forbes/SHOOK® Best-In-State Wealth Advisors list for the past five years, including 2023, and has also been recognized as a Top Financial Security Professional in 2022 and 2021. Furthermore, Schwartz was included in WealthManagement.com’s Thrive List of Fastest-Growing Advisors in 2019 and the Financial Times’ FT Top 400 Financial Advisor List in 2017.

The selection process for the Forbes/SHOOK® Top Financial Security Professionals list involved evaluating over 1,000 insurance specialists who oversee client policies exceeding $1 trillion. Professionals who met specific criteria and compliance standards were considered for this prestigious recognition.

Magnus Financial Group LLC, based in New York City, is an independent SEC-registered investment advisory firm that offers personalized wealth management and financial planning services. With a team of experienced wealth advisors and support personnel, Magnus provides high-quality service tailored to each client’s individual needs.

For more information about Magnus Financial Group and the services they offer, visit their website at http://www.magnusfinancial.com. For media inquiries, please contact Rachita Sharma of Blue Ocean at 917-720-3036.

Source: Magnus Financial Group