Certified Financial Planner™

Master of Business Administration

Accredited Investment Fiduciary

BIOGRAPHY

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.

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