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

Retirement plan sponsors

Retirement plan sponsors

Business transition and succession planning

Business transition and succession planning

Modern Retirement Monthly

Modern Retirement Monthly

Retirement check-in and 2024 preview

Regardless of whether you have decades left to save for retirement, are transitioning into retirement, or are already enjoying your retirement years, it's always a good idea to have a regular check-in with your retirement plan.

Learn more

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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