Michael Shorr

As a dedicated Chartered Financial Consultant¹ChFC®- I've always been fascinated by the intersection of human behavior and personal finance. My journey began at Ramapo College, where I not only found my passion for psychology but also met my wonderful wife, Christina. Combining my background in psychology with my expertise in financial planning has been the driving force behind my career. 

My team and I specialize in crafting tailored financial plans for individuals and families across various life stages. From attorneys and physicians to business owners and busy & successful people, our clients encompass a diverse range of backgrounds. I firmly believe that those who believe they are "all set" often stand to gain the most from our insightful conversations.

Residing in Montvale, NJ, when I'm not in the office, you'll find me spending quality time with my wife, Christina, and occasionally being wildly average out of the golf course when the weather permits. It is a priority for me to be the best husband, son, sibling, uncle, friend and advisor I can be. That is really the "why" behind everything I do.