Michael primarily focuses on providing education to qualified plan participants and comprehensive financial planning to executives and business owners that need a straightforward planning approach. After earning his undergraduate degree in Finance, he spent 20+ years in semiconductor sales and sales management before transitioning into his role as a financial advisor in 2015. Having spent many years “on the outside”, he can relate to the challenges many professionals face trying to juggle their career, family, and personal finances. In response, he has adopted a process that helps relieve his clients from having to manage the day-to-day and allows them to focus their time and energy on the things in life that really matter.
Outside of the office, Michael is married with two children in college and during the fall months, he works as a D1 FCS football official in the Big Sky Conference.
Bachelor’s degree in Finance from Long Beach State University; Certificate in Financial Planning from Boston University; FINRA Series 66; California Life/Health Insurance Licensed
- Financial Education
- Comprehensive Financial Planning