Our Qualifications

Michael Zawadiwskyi is President of Red Oak Wealth Management. He is a CERTIFIED FINANCIAL PLANNER^TM Professional with extensive experience in the financial services industry. He has a number of industry licenses and designations, including FINRA Securities Registration: Series 7 and Series 66, NJ Insurance Producer License: Life, Health, Annuities and Long-Term Care.  He received a B.A. in Marketing from THE Ohio State University.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.