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?

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

The Bear

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

CRD #5665809

Meet The Team: