Michael Hartzman

Biography

Michael Hartzman is a Certified Financial Planner® and President of Lebenthal Financial Services, Inc. He works with individuals, families, and businesses to help them pursue financial security and preserve their legacies through coordinated financial planning. Michael's work includes retirement, tax, estate, investment, and risk-management strategies, with an emphasis on long-term client relationships and clear, personalized guidance. He began his financial-services career in 1992 and has held senior leadership and entrepreneurial roles throughout his career, including serving as COO of Northeast Securities, co-founding Koenigsberg Hartzman, founding Bristol Financial Services in 2006, and establishing Bristol Asset Management in 2010. He also co-hosts The Lebenthal Report, a weekly business and investing podcast focused on current market conditions, opportunities, and risks.