“Different opportunities come up that you have your blinders on for, and you can only have them on for so long. Then you start to realize that, you know, if you want more, there is more.” – Mike Przewlocki
In his 33 years of work in the financial services industry, Mike Przewlocki, President of Przewlocki Horvath, has learned you don’t have to do it all alone. He credits much of his successful journey in our industry to the mentors he’s met along the way. You don’t want to miss this episode of Cambridge Stronger as Mike shares what drove him to seek out an independent business model and how true independence has benefited his clients. Not only is Mike equipped to help clients plan for retirement, he is also uniquely qualified to consult on specific issues in the Arizona education and healthcare system. Tune in now to hear how this has created a niche avenue for Mike, setting him apart from other financial professionals.
In Episode 214: Removing Your Blinders, Mike joins Cambridge CEO and Co-Chairman of the Board Amy Webber to discuss:
- How he went from riding waves in California to serving clients in Arizona
- How mentorships have played a role in his business
- What sets him apart from other financial professionals
About Mike Przewlocki
Michael Przewlocki has been assisting clients with their financial and retirement planning for 33 years. He earned his Bachelor of Science degree at Boston College. Michael holds the following registrations: 6, 7, 26, 63 and 66. He also holds Life and Variable Contracts licenses in multiple states and is a member of the International Association of Registered Financial Consultants. In conjunction with PHOENIX magazine, Michael has been recognized as a Five Star Professional Wealth Manager for the past 12 consecutive years.
After several years of comprehensive study, Michael earned the professional designations of Accredited Investment Fiduciary (AIF), as administered by the Center for Fiduciary Studies, and Registered Financial Consultant (RFC) from the International Association of Registered Financial Consultants. He is committed to assisting his clients plan for retirement, and is uniquely qualified to consult on the specific issues facing those in the Arizona education and health care system. Michael's knowledge of universities began at an early age through his father who was a teacher, then eventually became the Dean of the School of Education at Boston College.
Michael has made Arizona his home since 1990. He and his wife enjoy participating in athletic and academic school functions with their four children. They also spend family time together hiking and exploring Arizona with their Great Dane, and walking the beaches of California.
https://www.przewlockihorvath.com/
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Przewlocki Horvath are not affiliated.
Five Star Wealth Manager award, 2013-2024. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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