Michael Karwic CFP®, CRPC®, AEP®, CeFT®

Director of Financial Planning & Professional Collaboration
Certified Financial Transitionist
Financial Consultant

Michael Karwic is a Certified Financial PlannerTM (CFP®) Professional, an Accredited Estate PlannerTM (AEP®) and a Certified Financial TransitionistTM (CeFT®) with over 25 years of experience in the financial planning industry. He provides financial planning and wealth management strategies for clients throughout the U.S., with a focus on those experiencing significant financial transition events. As a faculty member of the Financial Transitionist Institute™, Michael teaches advanced planning techniques to financial advisers who seek the skills to work with clients experiencing major life events.  

"We are excited to have Michael Join our team at Third Eye Associates. His experience and expertise complement our services perfectly," says Beth. He is an Investment Adviser Representative of Third Eye Associates, Ltd., a Registered Investment Adviser.

Michael serves on the board of the Chester County Estate Planning Council and volunteers his time with the Chester County Community Foundation. He is also an active member of NAEPC (National Association of Estate Planners & Councils), XPX (The Exit Planning Exchange), The Exton Region Chamber of Commerce and the FPA (Financial Planning Association.) 

 As a native New Englander Michael loves his “Northeast Playground”, from Philadelphia to Maine, where you'll often find him outdoors golfing, gardening, skiing and mountain biking. You're also likely to find Michael woodworking, chocolate making, creating something on a 3-D printer or spending time at a local “maker space” learning how to make something new and unique. He especially enjoys these activities when it can include his awesome wife, Amanda, and any of his three grown children – or his yellow Labrador, “Zelda”.