Michael Landsberg (CFP®, CIMA®, MBA)

Michael Landsberg focuses in the
following client markets or areas of practice:

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Medical Professionals

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

Personalized financial planning services
Customized investment portfolio construction
Portfolio risk management services
Creating and managing employee and personal retirement plans and employee benefit plan analysis
Tax-aware investing
Liquidity and debt structure analysis
Insurance analysis and strategies relating to life, health, disability, long-term care, liability, and other personal insurance matters
Business succession strategy
Inter-generational wealth transfer
Cash management and cash flow planning
Education planning

Additional Information

I was the kid with a briefcase. In 4th grade, I was placed in an advanced math class taught by a man who loved the stock market. I’d get a stock report every day and was allowed to watch the business news on TV at noon. I liked the math, but also understanding companies and how they made a profit.

After graduating from Babson College I worked in New York City at the old Morgan Stanley, in what is now their private banking group. It was a great place to learn the business and how to manage others.

An old friend of my father’s, an advisor in Florida, asked me to help him run his business. I planned to come down briefly, then go to business school. But I liked it here, got my MBA at the University of Florida, and 12 years later I was managing all the investments and had my own clients.

The Landsberg Bennett team is amazing. We all met through existing relationships. As a result, we all trust and have a deep regard for each other. That’s a big deal. Continuity of relationships is really important to us.

Money is emotional. So we introduce discipline—rebalancing, rules-based buying, and selling. We also try to stay ahead of what could go wrong. In our opinion, it’s more important not to be wrong than it is to be right.

What makes it all worthwhile to me? Having an impact on people’s everyday lives. Helping them retire early, leave money for a charity, pay for a wedding.

My wife and I have three children. Children are a blessing and you have only a short time with them. So we’re involved. I’m president of the board of trustees of their school and she is president of the parents’ association. I also coach sports, which allows me to be out there with them.