Michael Kucera

About Michael Kucera

We assist small business owners, couples and individuals who are open to new strategies on how to improve their financial world. As a result of the work we do, our clients are empowered with a lifelong framework for making the most effective and efficient financial decisions. Our goal is to help them maximize their income within the appropriate risk allocated portfolio. We help business owners and not for profit organizations with fiduciary monitoring of their retirement plan assets. We identify individuals and organizations that have a fiduciary status and want to offer protection to themselves and the assets they oversee. We offer tools that support best fiduciary practices and reduce risk for both plan sponsors and investment committee members.I am an Accredited Investment Fiduciary since 2018 and I received my Bachelors of Science in Business Administration from Central Michigan University.I\'m a resident of White Lake and enjoy golf, boating and traveling with my wife, Lynda and our three daughters, Helena, Caroline and Keely.Investment Advisory Services offered through Schwartz & Company Investment Advisors and RBC Capital Markets.

Experience

1. Financial Advisor, Aif Accredited Investment Fiduciary

   Schwartz & Co

   Dec 2024 — Present

   Wealth Management, Risk Management and Investment Advisory Services for individuals, households and small business owner clients. Working with Institutional Services Group servicing retirement plans.

Education

• Brother Rice High School

  Financial

  1983 — 1987

• St. Hugo

  Financial

  1976 — 1983

• Central Michigan University

  BSBA, Finance

  1987 — 1991

Skills

• Iras
• Wealth Management
• Strategic Financial Planning
• Personal Finance
• Wealth Accumulation
• Financial Risk
• Asset Management
• Small Business
• Finance
• Accounting
• Management
• Retirement Planning
• Investments
• Portfolio Management
• Pensions