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Michael Fein

Michael

President, AIF®, CLTC

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President of CIC Wealth, Michael Fein is a believer in financial planning. He has made it his get to know not just a client’s finances, but also their dreams, goals, and choices in life. Formerly an advisor with Harvest Investment Consultants, Michael administered individual portfolios and retirement strategies with values exceeding $35 million.

A regular speaker on many topics in the industry, Michael is frequently called upon to present at Fortune 500 companies and trade organizations in the Mid-Atlantic area. An asset to financial journalists, Michael’s opinions are regularly quoted in major financial publications.

Michael earned the professional designation of Accredited Investment Fiduciary® (AIF), awarded by the Center of Fiduciary Studies, Joseph M. Katz Graduate School, University of Pittsburgh. In addition, Michael holds the Certified Fund Specialist (CFS) accreditation and the Certified Long Term Care (CLTC) designation. Presently, Michael is earning his Chartered Financial Consultant (CHFC) designation. He holds FINRA Series 7, 66, 30 & 31 securities registrations. Michael is a member of the Financial Planning Association and the Center of Fiduciary Studies.

Michael attended Towson University on an athletic scholarship as a Division 1 tennis player where he achieved a BS degree in Economics and Finance. He received the honor of Scholar Athlete and Most Valuable Player in both his junior & senior years. Although he spent his formative years in the New York/New Jersey area, Michael has lived in Maryland since 1990. He lives in Reisterstown with his three children and wife.

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