Michael L. March, CPA, CFP

Michael L. March, CPA, CFP

Partner

Michael L. March, Partner at Synergy Advisory Management Group, LLC, is a Certified Public Accountant, Certified Financial Planner, Registered Financial Consultant, and holds the Series 7, 63 and 65 licenses, as well as various insurance licenses; and is a member of the Financial Planning Association and the New Jersey State Society of CPAs.  As an independent financial consultant, Michael is a fiduciary to his clients. Having earned a BA in 1971 in accounting from Queens College of the City University of New York, he has over 40 years experience in the financial services industry.  

Beginning his career as a Certified Public Accountant with a Wall Street accounting firm, Michael later became a Certified Financial Planner after a rigorous two year program of study and series of exams covering investments, taxes and estate planning. He acquired extensive knowledge of the retirement plan market by working for more than a decade for a third party administrator.  Michael has spent the last 15 years assisting investors in minimizing the effects of income taxes, social security taxes, and estate taxes, and tailoring customized financial plans for families in need of college and retirement planning.

Michael lectures widely at local colleges and universities on financial topics including insurance and retirement planning; and offers workshops, seminars, and in-service programs for individuals, human resource managers, attorneys, CPAs, and Fortune 500 companies. Michael lives in Fair Lawn, New Jersey with his wife and has two grown children.

Phone (201) 342-5722