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Securities and Investment Advisory Services Through H. Beck, Inc. Member, FINRA & SIPC

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Our Financial Planners...

 

Margaret H. Molwitz, CFP (Certified Financial Planner),  president, Personal Financial Planning, New Canaan, CT.

Margaret began her career over 25 years ago as a portfolio analyst in Merrill Lynch’s research department on Wall Street.

A finance major, Ms. Molwitz graduated from the University of Colorado. She was awarded an MBA with a specialization in finance, strategy and planning by the University of Connecticut. She is an active member of the National Professional Association of Certified Financial Planners. In addition she has made guest appearances on CNBC and Channel 12.

 

Karl F. Molwitz, Financial Planner.  

Karl joined Personal Financial Planning in 1999 after spending 15 years in corporate management in the insurance/reinsurance industry.  He is a  Financial Planner and a Registered Investment Advisor Agent. 

Karl holds a B.A. from Ithaca College.  He is also an  active member of The Financial Planners Association (FPA) and frequently appears as guest lecturer, panelist and instructor on various financial planning topics.