Michael Lawrence
Vice President, Financial Advisor
CFP®, AIF®, CPWA®
Contact Michael
Team Office
Michael’s Locations
New York, NY 10165 (212) 452-5900
About Michael
Michael is a Vice President and Financial Advisor with Wealth Enhancement. His work focuses on helping clients enhance, preserve, and transfer wealth through integrated tax, estate, and charitable planning strategies. He takes a collaborative approach to advising, helping clients make informed decisions through thoughtful guidance and coordinated expertise. Throughout his career, he has worked with a diverse range of clients, including business owners, corporate executives, attorneys, and professional athletes.
Michael studied finance at Pacific Union College, where he earned a Bachelor of Business Administration. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Private Wealth Advisor® (CPWA®) and Accredited Investment Fiduciary® (AIF®) designations.
Based in New York, Michael enjoys spending time with family and friends, staying active, and exploring different cultures around the world.
Education
- BA, Finance, Pacific Union College
Additional licenses and designations
- CA Insurance Lic #0M48890
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
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(Weekdays 8am–6pm Central)
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