The cornerstone of Michael’s business philosophy centers on effectively helping his clients achieve three key financial goals: safe, secure wealth accumulation during their working years, financial independence when they retire and developing a source of tax-free retirement income.
A seasoned financial professional, Michael has been working with business owners, professionals and families for three decades. His focus is on Retirement Planning, Business Planning and Estate Planning.
With all of the economic turmoil in the markets, the country and around the world, its more important than ever to keep your wealth safe and secure . . . but also growing.
Michael received his bachelor’s degree from California State University, Northridge. He earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College in Bryn Mawr, PA. A prominent member of the financial services community, Michael has held offices and memberships in the Industries leading organizations, including: Past President Society of Financial Service Professionals (Harbor Area Chapter), Vice President – National Association of Insurance and Financial Advisors (Long Beach, CA), The Estate Planning & Trust Council (Long Beach, CA), Million Dollar Round Table including the elite Court-of-the Table comprising the top one-sixthof one percent of financial service professionals worldwide. Sharing his expertise, Michael has conducted seminars on Variable Universal Life Insurance, Split Dollar Plans, Selective Executive Benefits, Pension Maximization and Estate Planning.
Michael’s clients include Debbie Reynolds as well as doctors, lawyers, dentists and business owners across the country. Most importantly, Michael’s mission is to help you avoid losing money in the Wall Street Casino, and instead build your wealth SAFELY and SECURELY. Regardless of your financial situation, Michael can help anyone get on the path to become a Safe Money Millionaire and sleep well at night.
Michael and his wife, Raquel, recently celebrated their 30th wedding anniversary. They reside with their daughter, Emily, in Lake Oswego, Oregon. In his spare time, Michael enjoys spending time with his family, playing tennis and traveling.
