Mike Pash

Mike has been assisting families with personal financial planning for more than 20 years. Mike is an MBA graduate from Pepperdine University and successfully earned the CERTIFIED FINANCIAL PLANNER® certification in 2003 after completing the educational course requirement at UC Irvine.

Mike’s experience includes three years as an Investment Advisor with a leading Wall Street investment firm and, most recently, 12 years as President of a private wealth management firm in Irvine, CA.

Mike believes that investing and financial planning is much more than pie charts and investment products. Designing a personal financial plan to address the issues and concerns unique to your family is critical to achieving long-term “Financial Peace of Mind”.

An advocate for financial education, Mike teaches Retirement Planning strategies at Orange Coast College in Costa Mesa, CA.

Mike enjoys being active in the community, having served on non-profit boards and volunteered as a little league baseball manager for many years in Orange County. Mike, his wife Olivia, and their two puppies reside in Newport Beach, CA.