Mike Dellisant

Michael Dellisant

Director, CFP · +1 (858) 597 4100
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Mike handles the financial management, education and retirement income planning needs of more than 250 households and $125 million in assets.

FINRA Broker Check

  • 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)