Michael Eisner strives to help clients secure their financial independence. With an affinity for money management and personal financial planning, Michael dedicates his business acumen to providing individuals, families and small businesses with customized wealth building and asset protection strategies. A fixture of the financial services industry for over twenty years, Michael brings his extensive experience and exposure to a variety of financial markets to building lasting and fruitful relationships with his clients.
Following the University of Michigan and Fordham University School of Law, Michael began his career on Wall Street as an equities trader. Early in his trading career, Michael was asked to join the management team at a leading firm, where he quickly ascended to the role of Senior Vice President. During his tenure at the firm, he was involved with the recruiting, training and management operations while helping expand the firm from several dozen traders to well over 300.
In 2005, Michael gravitated towards a more comprehensive and personal approach to financial planning. As a Partner at Gutmann-Eisner Associates, Michael aligned himself with a group of insurance and investment specialists and established his relationship with Rory Zipper, laying the groundwork for what Zipper Eisner Associates (ZEA) would become.
In 2018, Rory and Michael moved their practice into the Center for Wealth Preservation (CWP) where they each serve as Managing Directors and as part of the Management and Leadership Team.
In addition to his management experience, Michael has qualified for the President’s Citation Award and the Management Summit Award recognizing the top Managing
Directors at The Guardian and MassMutual respectively and he has also received numerous Centurion Awards from AXA. Michael and his family live on Long Island where they enjoy sports, travel, cooking and philanthropy. He and his family are actively involved in their communities, assisting the INN (Interfaith Nutrition Network), Long Island Cares (The Harry Chapin Food Bank), People to People (Rockland Food Bank), Island Harvest, and The University of Michigan LSA Honors Program.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Michael’s Licenses and Disclosures