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197 Scott Swamp Road
Farmington, CT 06032

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860.606.0827

 
Marc Michalak, CFP

Marc Michalak is the founder of Physicians Wealth Strategies, LLC, a wealth management firm headquartered in Farmington, Connecticut.

As a well-established Financial Professional for over 20 years, Marc has become an integral part of the decision-making process that impacts the most important areas of his clients’ lives. He is committed to bringing knowledge and services to his clients to alleviate any stress or concerns that come along with an unknown path of the future.

Working closely with medical professionals and business owners, Marc demonstrates his expertise using The Living Balance Sheet® (LBS), an innovative tool to view a client’s financial world from a holistic perspective. Looking at the four domains of a person’s financial world: Protection, Assets, Liabilities, and Cash Flow, Marc practices evidence-based planning to identify risks and strategies for a client’s path towards their desired future.

Marc seeks to be an advocate for all his clients, guiding them through the dangers and the opportunities they face as they move through life. From building wealth and security to protecting their loved ones from potential financial tragedies, nothing leads to a more satisfying sense of accomplishment for Marc than knowing, wholeheartedly, that he helped his client and their family reach their life goals and objectives.

In his down time, Marc enjoys spending time with his wife and daughter. He regularly plays tennis, golfs, and enjoys archery.

Education

  • BS Finance, Central Connecticut State University

Licenses

  • Life & Health
  • FINRA Series 7
  • CFP

Accomplishments

  • Guardian Leaders Club
  • Guardian Executive Club
  • MW Financial Group, Ltd. Associate of the Year

 

 

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.