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MEMBER PROFILE

 

Michael Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA®

Morgan Stanley Wealth Management

 

Member profile details

Membership level
Tri-State Individual
First name
Michael
Second name/initial
B.
Last name
Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA®
Title
SVP Financial Advisor
Company
Morgan Stanley Wealth Management
XPX Chapter Email Lists
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CONTACT INFORMATION

City
Cross River
State
New York
 

PROFILE INFORMATION

Call me when
Certified Financial Planner ("CFP") & Certified Exit Planning Advisor ("CEPA"). Working with business owners to create clarity and harmony between the life they have and the next chapter in front of them.
Why I/we support XPX
To continue to learn and expand my exit planning knowledge and meet other like minded professionals.
Profession
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Finance
  • Investments
  • Risk management
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Financial Services
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
Professional Certification(s)
CFA, CIMA®, CFP®, CDFA®, CEPA®
Transition Planning Certification or Methodology
CEPA Value Acceleration Methodology
In Business Since
2010
How to contact
914-496-4806
Business Focus
Exit Planning for Business Owners
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