Mike Schwentner

Mike Schwentner

Partner

Mike Schwentner is an experienced financial advisor, well versed in the concepts and methods of the LEAP approach to wealth management. He understands that the needs of his clients don't always align with the products of the investment industry. For that reason, he examines in full detail each client's individual circumstances. From there he helps them create a comprehensive plan that relies on both investment and insurance elements to build and protect their financial future.

Licenses and Certifications:

  • Life and Health insurance Agent
  • Series 6 Investment Company Products/Variable Contracts Limited Representative
  • Series 63 Uniform Securities Agent State Law Examination 
  • Series 65 Investment Advisor

Professional History:

  • 1847Financial - Financial Advisor (2013- Present)
  • Independence Planning Group (2010-2013)
  • Mid Atlantic Solar (2008-2010)
  • Greater Lehigh Valley Real Estate Investors (2004-2008)
  • Whitehall Township (1977 - 2004)

Past and Present Professional Organizations and Committees:

  • Live Learn and Play - Board Member
  • JAMM Properties, Inc. - Past President
  • M-3 Properties, Inc. - Past President
  • Greater Lehigh Property Management, Inc. - Past President
  • Northern Lehigh Investment Group - Past President
Phone 610-443-0509
Fax 484-229-0684
Mobile Phone 610-703-3431