February 7, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Experts (SMEs), Michael Engelhart & Jack Grella. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. Michael Engelhart & Jack Grella are no different. MFC’s rigorous research and screening process will ensure the on-boarding of firms producing the very best quality of work and satisfactory assistance to our clients. We are looking forward to working alongside our friends Michael and Jack to help our clients achieve their financial goals and build wealth for the future.
About Michael Engelhart & Jack Grella
Michael Engelhart brings over 25 years of experience as an entrepreneur, business leader, insurance executive, and advisor to public and private companies. With his associate Jack Grella, who has a background as a financial advisor, they work together in helping high net worth individuals and business owners in reducing income taxes and accumulating tax-exempt income. Between the two of them, they have served a broad spectrum of clients in everything from insuring human capital risk, business succession planning, and alternative investments among other specializations. Read more about them in their biographies on our SME Page.
About My Financial Coach
MFC provides financial-wellness programs to key employees as an affordable employee benefit. Its Certified Financial Planner™ (CFPⓇ) professionals develop personalized financial plans to meet employees’ lifetime goals. MFC’s CFPⓇ professionals develop an extensive comprehension of their client’s personal assets and workplace benefits to ensure them and their families maximum long-term results. Part of this process includes consulting with qualified SMEs to provide the best financial outcome for each client.
Like and Follow our pages on social media to keep updated on the news!