Stuart Spivak
Stuart Spivak is a Financial Planner with more than thirty years of wisdom, knowledge and experience in the financial services industry. A 1987 graduate of Pennsylvania State University (Penn State), he also holds many professional certifications and licenses as a financial professional, including the Series 7 and Series 65 Securities Licenses. His extensive background in Tax and Estate Planning and focus on Wealth Preservation and Retirement Safety allow him to provide a wide array of financial services to his clients. Stuart is a published author and also a contributor to Forbes Magazine and may other financial publications. He is a Lifetime and Qualifying Member of the Million Dollar Round Table (MDRT), been named to the Top of the Table division of the Million Dollar Round Table, which represents the top 1% of all industry professionals.
