Michael Hartzman, CFP®
President
Michael Hartzman is a Certified Financial Planner® and President of Lebenthal Financial Services, Inc., where he helps individuals, families, and businesses achieve financial security and preserve their legacies. He specializes in tax, retirement, estate, and risk management strategies, focusing on building trusted, long-term relationships.
Michael began his career in 1992 with Milton Koenigsberg, later serving as COO of Northeast Securities and co-founding Koenigsberg Hartzman. He founded Bristol Financial Services, Inc. in 2006, which became Lebenthal Financial Services, and in 2010 established Bristol Asset Management.
In addition to working closely with clients, Michael co-hosts The Lebenthal Report, a weekly business and investing podcast that keeps listeners informed about current market conditions, opportunities, and risks in the financial markets. Each week, he helps break down complex headlines into clear, actionable insights—bringing the same sound, fiduciary perspective his clients have relied on for years.
For Michael, financial planning is not just a career—it’s a calling, grounded in knowledge, integrity, and compassion.
Services Offered
Whether you’re planning for retirement, building a long-term care strategy, or exploring life insurance solutions, Michael provides trusted guidance rooted in decades of experience.
Retirement & Estate Planning
• Strategies to maximize retirement income
• Social Security and pension optimization
• Estate planning guidance to protect your legacy
Investment Services
• Customized investment portfolios based on your risk tolerance
• Market insights and active portfolio monitoring
• Diversification strategies for long-term growth
Financial Planning & Advisory
• Personalized financial plans tailored to your goals
• Comprehensive wealth management and portfolio strategies
• Risk assessment and long-term investment roadmaps
Client-Focused Support
• Ongoing review meetings and performance updates
• Transparent communication and fiduciary responsibility
• Dedicated guidance for every stage of your financial journey
