Michael Pomerantz is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has been a partner at Backal Pomerantz Wealth Management since 1997. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with both fee-based and commission-based options, and its network of 477 advisors provides financial planning, portfolio management, retirement plan services, and brokerage solutions.

David Backal is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been a partner at Backal Pomerantz Wealth Management since 2014 and has been affiliated with United Planners since 2005. Outside of his advisory work, he is involved in non-variable insurance through Backal Pomerantz Wealth Management. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, emphasizing largely non-discretionary asset management and a mix of fee-based and commission-based options.