Michael Engdahl

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MichaelB. Engdahl

Michael B. Engdahl

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Biography

Edinboro University - Business

Attorney/"Fee-Only" Financial Planner/Professor
Law Practice
Michael
Engdahl, JD, MS, CFP®
Jamestown, New York
It is my distinct pleasure to educate, advise, and represent investors in order to brighten their financial futures. In sum, my personal mission is to do the following:

1) Effectively educate current and future investors on investments,
2) Prudently advise investors on choosing suitable investments, and
3) Zealously represent investors who have suffered financial harm caused by their
financial advisor.

My mission is facilitated through my position as a tenured university professor, an owner of a private “fee-only” financial planning practice, and an owner of a private law practice. Degrees and designations earned include a Juris Doctor degree, an M.S. degree in Personal Financial Planning, and a CERTIFIED FINANCIAL PLANNER™ designation.

Experience

  • M.B. Engdahl & Co.

    “Fee-Only” Financial Planner

    What sets my services apart in my private “fee-only” financial planning practice is my unconditional promise to my clients to not accept any commissions for recommending financial products. My practice is not affiliated with any brokerage firm, insurance company, bank, or mutual fund company, and my compensation comes solely from hourly fees paid from my clients directly to me. This arrangement greatly assists in reducing potential conflicts of interest and allows my clients to receive truly independent financial advice.

    Examples of my education and experience for my position as a “fee-only” financial planner include the following:
    *Earned the CERTIFIED FINANCIAL PLANNER™ designation in 2000 after
    successfully passing the 10 hour CFP Exam
    *Received the Master of Science in Personal Financial Planning Major degree from The
    College for Financial Planning in 2012. Completed 13 courses, including Investment
    Planning, Portfolio Management for Personal Financial Planners, Income Tax Planning,
    Retirement Planning & Employee Benefits, Insurance, Estate Planning, and Estate
    Planning for Retirement Benefits.
    *Registered Investment Advisor, State of New York

  • Medaille College

    Adjunct Professor

    *Taught Fundamentals of Financial Planning, Insurance Planning, Retirement Planning,
    Estate Planning, Income Tax Accounting, and Retirement Planning.

  • The Law Office of Michael B. Engdahl

    Attorney

    Since its inception, the main focus of my private law practice has been to assist investors who have been the victims of investment fraud, excessive trading, unsuitable investment recommendations, or other financial advisor misconduct, recover all or a portion of their losses from their brokerage or investment advisory firm. My industry and professional experience has greatly assisted me in providing competent representation to clients in this area. Specific examples of industry and professional experience include the following:
    *Registered representative of several brokerage firms, including Merrill Lynch and
    Smith Barney, from 1991-1998
    *Registered Investment Advisor since 1997
    *”Fee-Only” CERTIFIED FINANCIAL PLANNER ™ practitioner since 2000
    *Student supervisor of the University at Buffalo Securities Law Clinic from 2002-2003
    *Expert witness or consultant in many security arbitration cases since 2003
    *Member, Public Investors Arbitration Bar Association (PIABA) since 2008. PIABA is
    a national bar association with strict membership requirements that was organized for
    attorneys who represent investors in their disputes with brokerage firms and the
    financial services industry.

  • Smith Barney

    Financial Consultant

    Michael worked at Smith Barney as a Financial Consultant

  • Edinboro University

    Associate Professor

    *Tenured Associate Professor of Financial Services and Business Law
    *Director of Edinboro University’s CFP Board Registered Program
    *Have taught Personal Financial Planning, Financial Investment Analysis,
    Federal Individual Income Taxation, Estate Planning, Retirement, Estate
    & Risk Management Planning, Wealth Building & Money Management,
    and Financial Plan Development.

Education

  • SUNY Buffalo Law School

    Juris Doctor (J.D.)


    *Student Supervisor, Securities Law Clinic *Courses completed include Gratuitous Transfers, Securities Regulation, Pension & Employee Benefits Law, Federal Income Taxation, Broker-Dealer Regulation, Federal Tax: Policy & Politics, Financial Aspects of Matrimonial Law, Estate Practice & Procedure, Taxation & Administration of Trusts, and Finance & Financial Markets.

  • College for Financial Planning

    Master’s Degree

    Personal Financial Planning
    Completed course include Investment Planning, Portfolio Management for Personal Financial Planners, Income Tax Planning, Retirement Planning & Employee Benefits, Insurance, Estate Planning, and Estate Planning for Retirement Benefits.

  • Bowling Green State University

    Bachelor’s Degree

    Business/Pre-Law
    *Graduated with honors

Publications

  • Why Public School District Employees Need a Low-Expense Governmental 457(b) Plan

    PIABA Bar Journal

  • Why Public School District Employees Need a Low-Expense Governmental 457(b) Plan

    PIABA Bar Journal

  • Monte Carlo Models – Calculators That Reduce Investment Uncertainty

    PIABA Bar Journal

  • Why Public School District Employees Need a Low-Expense Governmental 457(b) Plan

    PIABA Bar Journal

  • Monte Carlo Models – Calculators That Reduce Investment Uncertainty

    PIABA Bar Journal

  • Assisting School District Employees with Gaining Direct Access to No-Load, Low-Expense 403(b) Plan Accounts

    PIABA Bar Journal

  • Why Public School District Employees Need a Low-Expense Governmental 457(b) Plan

    PIABA Bar Journal

  • Monte Carlo Models – Calculators That Reduce Investment Uncertainty

    PIABA Bar Journal

  • Assisting School District Employees with Gaining Direct Access to No-Load, Low-Expense 403(b) Plan Accounts

    PIABA Bar Journal

  • Reasons For and Responses To the Lack of Direct Access to No-Load, Low-Expense 403(b) Plans in Many School Districts

    PIABA Bar Journal

  • Why Public School District Employees Need a Low-Expense Governmental 457(b) Plan

    PIABA Bar Journal

  • Monte Carlo Models – Calculators That Reduce Investment Uncertainty

    PIABA Bar Journal

  • Assisting School District Employees with Gaining Direct Access to No-Load, Low-Expense 403(b) Plan Accounts

    PIABA Bar Journal

  • Reasons For and Responses To the Lack of Direct Access to No-Load, Low-Expense 403(b) Plans in Many School Districts

    PIABA Bar Journal

  • Using Computer Model Illustrations in Securities Arbitration Cases

    PIABA Bar Journal

BUAD 260

5(1)

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