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.


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
  • MO
  • 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

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Advice for business owners

Advice for business owners

Business transition and succession planning

Business transition and succession planning

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager