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 an organization’s 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 plan for a client’s personal assets and workplace benefits to ensure maximum long-term results for the client and their families. Part of this process includes consulting with qualified SMEs to provide the best financial outcome for each client.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.