Michael Przewlocki brings more than 35 years of experience as a financial advisor. Along with his team, he takes a comprehensive approach to financial planning—carefully analyzing retirement, investment, tax, estate, and protection planning strategies to ensure every aspect of a client’s financial life is thoughtfully aligned.
Michael earned his Bachelor of Science degree from Boston College and holds FINRA registrations Series 6, 7, 26, 63, and 66. He is also licensed in Life and Variable Contracts in multiple states and is a member of the International Association of Registered Financial Consultants. In recognition of his commitment to excellence, Michael has been named a Five Star Professional Wealth Manager by PHOENIX magazine for 10 consecutive years.
After several years of advanced study, Michael earned the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies, as well as the Registered Financial Consultant (RFC®) designation from the International Association of Registered Financial Consultants. He is deeply committed to educating and guiding his clients as they plan for both their present needs and long-term financial goals.
An Arizona resident since 1990, Michael enjoys spending time with his wife and their four children, attending athletic and academic school events. As a family, they love hiking and exploring Arizona with their Great Dane, as well as walking the beaches of California.