Broker Check
Michael Hertz

Michael Hertz

Financial Advisor

Michael has been working in the financial industry for more than two decades, and brings a wealth of financial knowledge and experience to our firm. He specializes in both business and individual financial planning, and supports his clients with everything from group benefits and business continuation planning to retirement income strategies and investment management.

Michael grew up in Miami, FL, and always had a passion for helping others. After graduating from Northeastern University, he decided to channel that passion into a career in financial advisement, where he could help improve other people’s quality of life through skilled financial guidance. Michael enjoys the personal interactions with his clients, and helping educate them to become confident decision-makers in their own financial lives.

Michael resides in Needham, MA, with his wife, Julie, and their two children, Spencer and Lacey. He enjoys spending time with his family, cooking for them, and cheering his kids on at their soccer games. When not at home, he enjoys skiing and golfing, depending on the season.

His primary goal in working with clients is to educate them to make more informed financial decisions and achieve financial freedom.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 0E09836.