Michael L. Green, CFP^®

AWMA^®

VP of Parsippany Private Client Services & Senior Wealth Advisor

GYL Financial Synergies

1719 Rte 10 E, Ste 224
Parsippany, NJ 07054

FINANCIAL ADVISOR'S WEBSITE

www.gylfinsyn.com

(973) 605-8700

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

When providing Investment Management and Financial Planning services we are compensated on a fee-basis.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Michael Green is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at GYL Financial Synergies in Parsippany, NJ and the surrounding communities.

Financial Advisor Overview

Wechter Feldman Wealth Management has been guiding individuals, families, businesses, estates, and trusts toward their goals since 1984. A full-service advisory firm, we offer comprehensive and integrated financial services in investment management and financial planning. Clients work with our proven team of professionals who combine more than 85 years of industry experience.

Financial Advisor Experience

Michael Green is Vice President and a Senior Wealth Manager for Wechter Feldman Wealth Management. He holds the designations of CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Wealth Management Advisor?. Michael is also a licensed producer for life, health, long-term care and disability insurance. With almost two decades of experience in financial services, Mr. Green has advised individual investors and business owners through a myriad of market conditions with personalized care and individual attention. In recognition of his professional achievements in the financial services industry, he has been honored with inclusion in Who’s Who in Finance. As a regular contributor to The Star-Ledger, New Jersey’s largest newspaper, Mr. Green provides insights on a variety of financial planning topics and retirement questions. He has also served as a member of the Financial Planning Association’s Committees on Public Awareness and Pro-Bono program.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Accredited Wealth Management Advisor (AWMA^®)

Insurance Licenses

Life insurance
Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth