Mike began his career in the financial services industry in 1998. Since he began, his focus has been to understand each client’s goals, financial circumstances and risk tolerance. Through thoughtful planning and ongoing communication, he helps clients explore strategies designed to support their long-term objectives. Education, transparency and disciplined processes are central to the way he works with clients.
Mike passed the Series 7 and 63 exams and holds active life and health insurance licenses. After completing the rigorous education, examination, experience and ethics requirements, Mike earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. CFP® professionals adhere to high standards of ethics and ongoing education, with expertise in risk management, insurance planning, tax strategies, estate planning, retirement planning and investment management.
In addition to his professional work, Mike is a founding member of the Fore Our Schools Foundation, established in 2007 to support public schools in the Moraga School District. He is active in the community and enjoys many outdoor activities.
Mike and his wife, Melissa, were married in 1996 and raised their family in Moraga, California. As a fourth-generation Bay Area resident, Mike values the family’s deep community roots. Their two children are college graduates and are beginning their own careers. Melissa serves on the board of a nonprofit supporting at-risk children in the Oakland area and their family has been actively involved as volunteers. Mike enjoys an active lifestyle, meaningful community engagement and time with family, bringing the same focus and balance to his work as a financial advisor.
