Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.


Michael Kahn, CRPS

Senior Vice President–Wealth Management

Financial Advisor

Michael is a Financial Advisor focusing on asset management, income protection and retirement planning for Attorneys, their firms and their clients.  With over 26 years of experience in the Financial Services Industry, Michael's goal is to provide attorneys and their clients solutions that address their unique circumstances.  Michael is experienced at helping clients navigate the ever-changing complexities of financial planning and investment management through every type of market environment.  His unique perspective gives clients the confidence they need to stay invested in accordance with their well-developed financial plan.  In addition, Michael is a Chartered Retirement Plans Specialist® and manages the CCK Group's corporate retirement plans business. 

Michael lives in New Jersey with his wife and two children.  When he is not working on financial plans or researching companies you can find him at his local Crossfit gym or outside biking.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA
  • WY


  • B.A., State University of New York at Albany


  • Chartered Retirement Plans Specialist
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-9799

Email Me

Retirement planning

Retirement planning

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Business transition and succession planning

Business transition and succession planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager