Mike has been providing wealth management and investment services to high-net-worth individuals for the past 15 years. He has provided insightful investment strategies and guidance to a number of our clients throughout Southern California.
- Provides financial planning for all stages of life and advises clients with a comprehensive strategy to maintain, protect, and grow their assets by carefully building a diversified portfolio
- Designs and implements plans for asset growth, retirement, and estate planning
- Combines CPA and law background to provide clients with access to a knowledgeable and trusted financial advisor
- FINRA Series 65 Uniform Investment Adviser Law Exam
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- California State Bar
- AICPA Financial Literacy Commission
- Certified Financial Specialist issued by the AICPA
Location
California
Education
Juris Doctorate
West Los Angeles School of Law (Los Angeles, California)
Bachelor of Science in accounting
California State University, Northridge (Northridge, California)