Mickey joined IPA in September 2014 to serve his individuals, families, and companies with financial strategies for business, insurance, and estate planning. Mickey's primary goal is to put clients in control of their finances while keeping the process simple and flexible. This process aims to build and protect wealth, increase financial flexibility, minimize tax exposure, and provide sources of funds that can be used to address present and future needs and desires. Mickey also supervises Brokerage Sales assisting insurance and financial professionals across the United States in delivering the best products and strategies in the marketplace to their respective clients.
Mickey carries the Financial Services Certified Professional® (FSCP®) designation. He's also a qualifier of the industry’s prestigious Million Dollar Round Table®. He graduated Magen David Yeshivah High School and Brooklyn College, graduating Magna Cum Laude with a B.S. in Business, Management and Finance. Mickey married in May 2015 and splits time between Brooklyn, NY and Deal, NJ with his wife Inez and two children.
Series 7, Series 66, Life & Health Licensed. Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0L55501.