Michael Hartzman, CFP
Michael Hartzman, CFP, a seasoned Wall Street professional, specializes in retirement, education, elder and estate planning, life insurance, and long-term care. His expertise is shared weekly on The Lebenthal Report podcast, guiding investors through market conditions. As Partner and President of Lebenthal Financial Services, he emphasizes financial and retirement planning. Additionally, as President of Bristol Capital Corp., he oversees a full-service insurance agency. Michael, also a professor, taught a 12-week course at Long Island University, preparing CFP candidates for retirement exams. He contributes articles on retirement and estate planning to publications like 50+ Lifestyles and The Legal Brief. Actively engaged, he serves on the board of directors and executive committee of the Kenya Education Fund.
