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About Michael Korn

Organizing, building and protecting your financial future through farsighted, integrated planning

I know what it means to be an “accidental” business owner because I was one myself. My partners and I grew a successful marketing company from scratch to over 70 employees and then sold the company at its peak.

I wish I knew then what I know now. Because we were so busy building the business, we put off addressing the financial planning issues that impacted our personal and business future.

So, today, my mission is to help busy business owners organize their financial lives today while planning for the future.

As the world economy shifts, the need to organize, protect and build your personal and business finances, no matter what stage of life you’re in, becomes even greater.

I educate my clients in understanding how today’s choices affect their assets in the future. Together, we will design a plan now that will build, protect, and manage your wealth for the long run.

I’m a champion of integrated planning. I embrace the idea that all the silos of your financial life should work together strategically, including investing, retirement, insurance, business and estate planning.

I help young professionals, baby boomers, business owners, and high net worth individuals maximize their financial potential by creating a balanced plan.

With uncommon knowledge and a unique planning process, more than 12 years of experience and a robust network of specialists and resources, I’ll help you organize your finances and avoid pitfalls.

Whatever the next step in your financial story may be, I’m here to help you find your path and achieve your vision.

Contact me to discuss any aspect of your financial life:

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0I34261