Michael B. Karwic CFP®, AEP®, CeFT®Certified Financial Planner®, Certified Financial Transitionist®

Michael B. Karwic CFP®, AEP®, CeFT®
Certified Financial Planner®, Certified Financial Transitionist®

Director of Financial Planning & Professional Collaboration

Michael Karwic is a Certified Financial Planner®, an Accredited Estate Planner®, and a Certified Financial Transitionist® with over 25 years of experience in the financial planning industry. He provides financial planning and wealth management strategies for clients throughout the U.S.  In addition to traditional financial planning and wealth management, Michael has areas of emphasis in helping people who are experiencing significant financial transition events and in working with families who want to have a thoughtful plan for the transition of their wealth and their values to future generations. As a faculty member of the Financial Transitionist Institute™, Michael teaches advanced planning techniques to financial advisers who seek the skills to work with clients experiencing major life events.  

Michael serves on the board of the Chester County Estate Planning Council and volunteers his time with the Chester County Community Foundation. He is also an active member of NAEPC (National Association of Estate Planners & Councils), XPX (The Exit Planning Exchange), The Exton Region Chamber of Commerce, and the FPA (Financial Planning Association.) 

As a native New Englander Michael loves his “Northeast Playground”, from Philadelphia to Maine, where you will often find him outdoors golfing, gardening, skiing and mountain biking. You're also likely to find Michael woodworking, chocolate making, creating something on a 3-D printer or spending time at a local “maker space” learning how to make something new and unique. He especially enjoys these activities when it can include his awesome wife, Amanda, and any of his three grown children – or his yellow Labrador, “Zelda”.