Mike focuses on providing holistic financial planning and investment strategies to clients at all stages of wealth management while bringing a unique real estate financial planning background. He works closely with clients and takes pride in listening to client concerns, sharing information about potential investments, and treating his clients’ financial goals with the same care and interest that he devotes to his own.
- Helps clients plan the accumulation and distribution of their assets in an effort to secure lifetime income while minimizing expenses and tax burdens
- Assists clients in navigating the tax issues of existing highly appreciated assets by implementing comprehensive tax deferral and mitigation strategies
- Specializes in real estate financial planning, with particular expertise executing tax-deferred 1031 exchanges
- Previous experience includes working as a real estate broker and investor, while specializing in investment properties and broadening his financial planning and investment strategy knowledge
- FINRA Series 65 Uniform Investment Adviser Law Exam
- California Insurance License (No.: 0H42726)
- California Real Estate License (No.: 01473660)
Location
California
Education
Bachelor of Science in business administration with a marketing emphasis
California State University, Long Beach