Mr. Spivak is a Financial Advisor & Educator with more than 30 years of wisdom, knowledge and experience in the financial services industry. A 1987 graduate of Pennsylvania State University (Penn State), he holds many professional certifications and licenses as a financial professional, including the Series 7 and Series 65 Securities Licenses. His extensive background in Tax and Financial Planning and focus on Wealth Preservation and Retirement Safety allow him to provide a wide array of financial services to his clients.
A published author, Mr. Spivak’s work includes a chapter, The Hidden Power of Life Insurance, in Larstan’s The Black Book ™ on Personal Finance and articles/quotes published in the Journal of Financial Service Professionals, the 2015 Investment Guide published by Forbes Magazine in June, 2015 and most recently in the Wall Street Journal regarding IRS Rule 72(t) Income Planning. He is also an experienced public speaker having shared his financial expertise at numerous civic and professional functions as well as being a known lecturer teaching a financial planning course titled: Modern Retirement Planning.
Mr. Spivak is a Lifetime and Qualifying Member of the Million Dollar Round Table (MDRT), which represents the top 5% of all Financial Services Professionals worldwide. Stuart has also been named to the prestigious Top of the Table division of the Million Dollar Round Table, which represents the top 1% of all industry professionals.
He is also a member of The Golden Slipper Club & Charities and supports numerous other charities near and dear to his heart.
Because he lost his father at the age of 19, Mr. Spivak is passionate about helping prepare his clients for any situation. Following his father’s death, he immediately enrolled in studies to become a Financial Advisor and passed the licensing test at age 19, taking over his father’s financial services business before graduating from Penn State. Following graduation, he founded The Spivak Financial Group, which currently has multiple offices in Arizona and one office in Pennsylvania.
Stuart is married and has (3) daughters.
The Spivak Financial Group’s financial experts are members of the International Association of Registered Financial Consultants, (Iarfc.org) The Million Dollar Round Table (MDRT.org) and The Better Business Bureau.