Mike has been assisting families with personal financial planning for more than 20 years. Mike is a MBA graduate from Pepperdine University, and successfully earned the CFP® 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 is a certified instructor, teaching 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.