Michael Ringel, CPA, RICP®, CDFA®, CExP™, ChSNC®, is a nationally recognized specialist in financial planning for families with children with special needs. With over two decades of experience, Michael blends personal passion with deep expertise to create financial strategies that support care, independence, and long-term stability.

Michael Ringel
Special Needs Wealth Planner
CPA, RICP®, CDFA®, CExP™

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. Not practicing CPA for Guardian or its subsidiaries or affiliates. CA Insurance License Number – 4204165.

Ian Kansky, CExP™ Wealth Management Advisor CExP ™ (Certified Exit Planner)-creating sturdy financial strategies. Helping business owners get money out of their business and into their own pocket. Helping Special needs families create a sturdy financial strategy for today tomorrow and beyond.

Strategic Financial Planning for Business Owners, Special Needs Families, and High Net Worth Individuals I specialize in crafting tailored financial strategies that address the unique challenges of business owners, families with special needs loved ones, and high-net-worth individuals. My approach integrates:
  • Goal Setting & Risk Management – Defining clear objectives and mitigating financial risks.
  • Wealth Protection & Growth – Asset allocation, tax strategies, and investment management.
  • Special Needs Planning – Securing long-term financial stability and maximizing government benefits.
  • Estate & Legacy Planning – Ensuring smooth wealth transitions with trusts, wills, and tax-efficient strategies.
  • Business Succession & Liquidity Management – Preserving business value and financial flexibility.
By aligning financial strategies with personal and business goals, I help clients build security, preserve wealth, and create lasting legacies. Let’s connect to explore how strategic planning can enhance your financial future. /COMPLIANCE:2025-796/
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Registered Representative and Financial Advisor of Park Avenue securities LLC (PAS), supervised from 437 Madison Avenue, 29th Floor New York, New York, 10022, 212-701-7900.Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.
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