Michael  Powsner,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Powsner, CFP®

CPA/PFS

Founder

Upstart Wealth Management

745 5th avenue, #500
New York, NY 10151
FINANCIAL ADVISOR'S WEBSITE
(415) 549-0646

General

Michael Powsner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Upstart Wealth Management in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Personal Financial Specialist (PFS)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Startup, Life Planning, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources

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