Mike has been providing financial and wealth management advice to his clients since 1991. He provides individuals, families and small businesses with education and guidance in wealth management. Mike advises clients in the areas of accumulation, retirement planning and wealth transfer with a specialty in helping his clients assess their needs, formulate long-range goals and determine their risk tolerances. Once the client’s needs and goals are established, he recommends portfolios that are designed to help them succeed. Mike educates clients along the way so that the process is very interactive. This collaborative effort makes the process more personal with regular consultations so that the clients get to know Mike well and Mike gets to know his clients well, forming a long-term relationship. Mike is married with a son who is an executive chef in San Francisco. He enjoys traveling and is an avid golfer. Mike is also on the board of a local non-profit and volunteers in his community several times a month.
Professional Designations and Registrations
- General Securities Representative (Series 7)*
- Uniform Securities Agent (Series 63)*
- Uniform Investment Advisor (Series 65)*
- CA Life, Accident & Health Insurance License 0A90945
*registrations held through LPL Financial
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