Michael Szablak, CFP
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The way forward

Today, tomorrow and for generations to come

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Pensive Man On Boat

Michael Szablak, CFP

Vice President–Wealth Management

Financial Advisor

Michael came to UBS in early 2020 after a successful career at Fidelity Investments as a Financial Consultant within their Private Client Group in Boston. In this position, Michael was in charge of financial planning and investment strategy for over 400 families and businesses representing over $1.1 billion in assets. Michael is best known for his comprehensive planning approach which combines investment and tax strategy to maximize growth and increase his clients' net worth.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • MA
  • ME
  • MS
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • WY

Michael Szablak, CFP

Education

  • MBA, Carroll School of Management at Boston College
  • Bachelor of Arts in Economics, Wheaton College

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Exit Planning Advisor

Michael Szablak, CFP

Financial planning
Retirement planning
Executive compensation
Corporate executives

Michael Szablak, CFP

One Post Office Square
33rd Floor
Boston, MA 02109

Email Me

michael.szablak@ubs.com
Michael Szablak, CFP
One Post Office Square,Boston,MA,02109

Michael Szablak, CFP

Vice President–Wealth Management

Financial Advisor

Michael came to UBS in early 2020 after a successful career at Fidelity Investments as a Financial Consultant within their Private Client Group in Boston. In this position, Michael was in charge of financial planning and investment strategy for over 400 families and businesses representing over $1.1 billion in assets. Michael is best known for his comprehensive planning approach which combines investment and tax strategy to maximize growth and increase his clients' net worth.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • MA
  • ME
  • MS
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • WY

Education

  • MBA, Carroll School of Management at Boston College
  • Bachelor of Arts in Economics, Wheaton College

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Exit Planning Advisor

Financial planning
Retirement planning
Executive compensation
Corporate executives
One Post Office Square
33rd Floor
Boston, MA 02109

Email Me

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Turn possibilities into a plan

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Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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