Lasting relationships. For all that matters

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Michael Kahn, CRPS

Senior Vice President–Wealth Management

Financial Advisor

As a Financial Advisor with over 30 years of experience in the Financial Services industry, Michael is dedicated to helping Attorneys and Business Owners achieve their financial goals with 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
  • FL
  • GA
  • HI
  • IA
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA
  • WY

Education

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

Credentials

  • Chartered Retirement Plans Specialist
500 Campus Drive
Florham Park, NJ 07932
  • (212) 713-9799

Email Me

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Retirement planning

Modern Retirement Monthly

Modern Retirement Monthly

Traditional or Roth?

For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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