Michael Hartzman,
CFP® President Lebenthal Financial Services, Inc.As a Certified Financial Planner™, Michael assists you with meeting your long-term financial objectives. He specializes in tax-planning, asset allocation, risk management, retirement/estate planning and long-term insurance planning. His clients value his welcoming, friendly and practical outlook and appreciate his attention to detail and loyalty. Through his unique financial planning model, he has the freedom to be mindful of client expectations and, as a result, he is trusted with their goals and legacies.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
