Michael Karwic of Simone Zajac Wealth Mgmt Group is a member of XPX Philadelphia.

Michael B Karwic

Financial Transition Planner

Simone Zajac Wealth Mgmt Group

Exton, Pennsylvania

Professional Profile

Call Me When

Call Me When... You need to be confident that you are mapping out a great personal and financial (after tax) path that works best for YOU when navigating a major life transition event.

Contact Method

Michael@simonezajac.com

Profession

  • Wealth Planner
  • Professional Certifications

    CFP, AEP, CRPC, CeFT

    Transition Planning Certification

    Certified Financial Transitionist

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Cash management
  • Charitable giving
  • Compensation
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Fundraising
  • Investments
  • Marketing
  • Mergers
  • Philanthropy
  • Retirement
  • Risk management
  • Exit/Transition Planning
  • Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Business Focus

    Planning for Major Life Transition events and helping people who are transitioning to retirement and desire a collaborative, tax efficient plan

    Client Results

    Membership

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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