Michael Shafir grew up in Ukraine in 1995, he moved to the United States when he was 21, and earned his Bachelor’s Degree in Business Administration, from Baruch College, in 2000.
Michael worked as a financial analyst for an S&P 500 firm and as a stock trader on Wall Street prior to joining Northwestern Mutual, in 2005. Throughout his career, Michael has worked extensively on advancing his education and refining his expertise to best serve his clients.
Through this dedication he has achieved impressive certifications as a CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional, Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor for Senior Living, and holds a Certification for Long Term Care. This achievement of excellence ensures that Michael engages with his clients as a subject matter expert, informing the work that they do together in building a custom financial roadmap to address their needs today and into the future with a sound financial plan.
As a Wealth Management Advisor with Northwestern Mutual, Michael’s career has continued to grow. As he has come to know several of his fellow financial planners, he has developed and unique and meaningful synergy with Eugene Shkolnikov, Financial Advisor. Through their work together, and their histories as immigrants, they are able to serve their communities through personal experience and support their clients in establishing secure financial futures. Michael and Eugene have moved on to establish the Scholar Financial Group, maintaining their presence in Manhattan while opening a second location in Sheepshead Bay, Brooklyn, this provides the opportunity to be closer to their concentration of clients in the area.
Michael specializes in areas of business planning including retirement solutions, employee benefits, retention and exit planning strategies. He also supports his individual clients and provides insight regarding questions of risk management, investments, retirement distribution, long-term care and estate strategies.
Within his community Michael is involved in the Kings Bay Y and volunteers with the iMishpacha community organization in Brooklyn, NY.
Michael enjoys spending his spare time with his family, fine dining and travel.