Michael McDaid, CFP®

Financial Adviser & Retirement Planning Specialist

Favorite Quote:

“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.”

-Teddy Roosevelt

What do you enjoy doing when you’re not working?

Although the good Lord may not have blessed me with world-class athleticism, I really enjoy both the physical and mental challenges the game of golf presents. Outside of that, I enjoy skiing in the winter and spending time on the water in the summer.

If you were to look back from the age of 80 and tell yourself anything what would it be?

Trust your gut more often

What’s one fact about your education or upbringing that few people know?

Even to this day, most of my really good friends are people I met back in junior high and high school.

What are 2 things on your bucket list?

Do an art history tour of Italy
Hitch a ride in a military fighter jet

The Bear

Compliance

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.

Interest

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.

Education

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

Specialty

Financial Education
Comprehensive Financial Planning

CRD #5665809

Meet The Team:

Daniel T. Dubois

Managing Director

Shawna Christiansen

Retirement Consultant

Adam Baker

Financial Advisor

Alex Esposito

Financial Consultant

Asa Kajihiro

Managing Director

Javin Nohara

Operations Coordinator-Financial Wellness Assistant

Luis Marin

Retirement Consultant

Melissa Marin

Retirement Consultant

Michael Lee Dodge, Sr.

Financial Advisor

Michael McDaid, CFP®

Financial Advisor & Retirement Planning Specialist

Rylen Yamamoto

Retirement Consultant

Mika Imoto

Client Service Director

Tia Duraj

Client Relations Director

Benjamin Hodge

Client Relations Director

Michael Goddard, CFP®

Client Relations Director

CONTACT US

533 S Vinewood Street
Escondido, CA 92029

(858) 216-4144
info@retirementdna.com

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Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). RetirementDNA and Resources Investment Advisors are separate entities from Triad Advisors, LLC. Please note the other companies referenced on this website are separate entities from RetirementDNA and Resources Investment Advisors and are not authorized to provide, and do not provide investment advisory services.

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