Verified recordFinancial Services

Michael Spillert

Financial Representative at Certified Financial Services

Based in New York, United States

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Seniority

Staff

Department

Sales & Business Development

Location

New York

Industry

Financial Services

Company size

224

Contact information

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Email

1 credit

m•••••••@cfsllc.com

Phone

5 credits

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Background

About Michael Spillert

When I was growing up, I often went to work with my dad, a biochemist and research professor at a large hospital in NJ. I had the opportunity to meet many doctors, learn about their medical specialties, and see firsthand how successful they were - inside and outside the hospital. My dad would often share their personal stories with me - who did what surgeries, where they went to medical school, businesses they owned, and very often, who was in financial trouble. And there were many. Bad business decisions, bad investments, too many divorces. I was shocked at how quickly these professionals lost what they had worked so hard to build. In my financial practice today, I use all available tools and resources to make sure my clients can avoid these financial pitfalls. Using a holistic approach, I help my clients protect, accumulate and distribute assets in the most effective way possible. Over time this has become my life's purpose: to educate and inspire medical professionals on the business aspect of medicine, so they can live a more prosperous and fulfilling life./COMPLIANCE:2025-1321/

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