Hal Michels

As a Senior Wealth Advisor at Prosperity, Hal Michels brings over four decades of experience guiding clients through the dynamic landscape of financial planning and holistic wealth management.  

Hal provides a broad range of solutions and services, including financial and estate planning, tax strategies, and investment management. He counsels a diverse client base comprising high-net-worth individuals and families, business owners, entrepreneurs, and executives in various industries. 

For Hal, advancing his client's wealth goes beyond the numbers—it involves navigating expectations, aligning with their risk tolerance, and helping achieve their financial life goals. He truly enjoys creating meaningful connections with his clients. 

Prior to his position with Prosperity, Hal showcased his broad level of expertise during his time with St. Clair CPAs and CPA Financial Group where he provided accounting, audit, tax, advisory and financial consulting services.  

Credentials & Education

• Certified Public Accountant (CPA)
• FINRA Series 7 & 65 Insurance  
• Gettysburg College: BS, Accounting

• Widener University: MS, Taxation

Affiliations

• American Institute of Certified Public Accountants