Certified Financial Planner™
Accredited Asset Management Specialist℠
Michael currently serves as an Associate Advisor, where he works directly with clients to help them achieve their financial goals and objectives. Michael and his team focus on multiple areas including cash flow planning, tax planning, investment planning, estate planning, and insurance planning to provide comprehensive advice and strategies to his clients.
Prior to joining Pure, Michael graduated from the University of San Diego then worked for 5 years at a large brokerage firm providing his clients with financial planning and asset management solutions. During that time, Michael obtained the Series 7, 63, and 66 securities licenses as well as the Accredited Asset Management SpecialistSM and CERTIFIED FINANCIAL PLANNER™ certifications.
Outside of the office, Michael enjoys spending time with his family and friends. Being a native of San Diego, he also enjoys riding his motorcycle, playing golf, and supporting the Padres.
Michael's Latest Contributions
Having wrapped up another year in the markets, now is a good time to review your investment strategy. We all share the goal of increasing our investment results, however, research shows that trying to time the market can be difficult and counter-productive. It is extremely important to follow your plan and adjust your strategy over […]