Michael Janis

Michael Janis

Senior Advisor, Wealth

+1 (310) 826 4474

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Mike Janis is a senior wealth advisor with Baker Tilly Wealth Management, LLC. He has more than 28 years of business, real estate, financial and wealth advisory experience. Mike primarily works with high-net-worth families, high-compensation individuals, corporate officers and business owners as well as businesses, charities and foundations to preserve and grow wealth. Specifically, Mike works closely with clients to help simplify the complexity of their finances by providing a holistic, financial planning approach and investment strategies backed by objective advice and expansive solutions.

Mike takes pride in acting as a true fiduciary by listening to client concerns, sharing information about potential investments and treating his clients’ financial goals with the same care and interest devoted to his own.

Prior to joining Baker Tilly, Mike worked as a real estate broker and investor specializing in investment properties and broadening his financial planning and investment strategy knowledge. His real estate background brings a unique perspective in catering to the client experience.

  • Provides comprehensive portfolio design, management and financial planning
  • Employs a strategic, critical-thinking approach to help clients and businesses develop a plan to reach their goals and prepare for the unexpected
  • Serves clients consultatively in navigating the tax issues of existing, highly-appreciated assets by recommending comprehensive tax deferral and mitigation strategies
  • Helps clients plan the accumulation and distribution of their assets to secure lifetime income while minimizing expenses
  • Specializes in real estate financial planning, with particular experience executing tax-deferred 1031 exchanges, qualified opportunity zone investing and partnerships
  • NASAA Series 65 qualification
  • California Life Accident and Health Insurance License (No.: 0H42726)
  • California Real Estate License (No.: 01473660)

Location

Los Angeles, CA

Education

Bachelor of Science in business administration with a marketing emphasis
California State University, Long Beach