Mike Delissant

Michael Dellisant

Director, CFP® · +1 (858) 597 4100
Leave a messagearrowCreated with Sketch.

Mike is a director with Baker Tilly and delivers financial planning solutions from Baker Tilly’s San Diego, California office. Mike handles the financial management, education and retirement income planning needs of more than 250 households and $125 million in assets.

  • Assists clients with financial management and retirement income planning services 
  • Served as a private client advisor for a major national bank, as well as a financial advisor for Smith Barney, the predecessor firm of Morgan Stanley 
  • FINRA Series 7 General Securities Representative 
  • FINRA Series 65 Uniform Investment Adviser Law Exam 
  • FINRA Series 63 Uniform Securities Agent State Law 
  • Life-only, Accident and Health Insurance, Variable Contracts Agent in California (License No.: #OB48684) 

Bachelor of Science in business administration 
Villanova University (Villanova, Pennsylvania) 

 

Lieutenant 
Naval Reserve Officer Training Corps (San Diego, California)