“Dream a life; live a dream.”
Mike believes that to be truly happy and successful in a career, one must find the intersection of what they’re good at and what they enjoy doing. He loves analysis, problem solving, the ever changing political, economic, and legal environment, and the ability to help people in a truly meaningful way. Mike considers himself very lucky to have found a career that utilizes his strengths and allows him to make a positive difference in people’s lives.
As a financial planner and registered tax preparer, Mike views the whole financial planning process through the lens of a tax expert. His conviction is that the biggest risk that investors face in retirement is not stock market volatility or low interest rates, but rather higher taxes in the future. Bridging the gap between a traditional investment advisor and a CPA/tax preparer, Mike is able to unleash the power of the financial planning process by integrating the investment strategy with the tax strategy – so that all elements of your financial plan are working in harmony to achieve your goals and - ultimately what’s truly important in life to you.
Mike’s passion for the profession has led him to actively serve on the boards of the Financial Planning Association of California and Ventura County as the Advocacy representative. Mike regularly meets with lawmakers and regulators to help them understand the impacts of upcoming laws on their constituents. Through this position he is guiding financial planning into the future, staying current with all laws and helping ensure government officials are making informed decisions that impact you.
Mike is also a member of Ed Slott’s Master Elite IRA Advisor Group*, a resource that connects him with other retirement plan professionals who share creative solutions on how to protect retirement plans from taxes. This group is a valuable technical resource that ensures Mike is always using the best techniques to allow clients can live out their retirement with protection from the threat of income taxes.
Whether it’s sailing, backpacking, or hiking, Mike likes to spend his time outside the office with family in the great outdoors. Mike has four children and currently lives in Westlake Village.
*Ed Slott's Elite IRA Advisor Group, is solely an indication that the financial advisor has attended training provided by Ed Slott and Company. Ed Slott is not affiliated with FSC Securities Corporation.
Education:
Bachelor of Arts, Political Economy of Industrial Societies, University of California, Berkeley, 1990
CFP Professional Education Program, College of Financial Planning, 2007
Licenses:
FINRA General Securities Representative Series 7
FINRA General Securities Principal Series 24
FINRA Uniform Securities Agent Law Exam Series 63
FINRA Uniform Investment Advisors Law Exam Series 65
CTEC Registered Tax Preparer
California Life Insurance Agent
Professional Designations:
Certified Financial Planner™ Practitioner (CFP®), 2008
Chartered Financial Consultant® (ChFC®), 2010
Chartered Life Underwriter® (CLU®), 2013
Professional Affiliations:
Board Member, Financial Planning Association Ventura County
Master Elite IRA Advisor, Ed Slott’s Elite IRA Advisor Group™
Member, Financial Planning Association
Member, Financial Services Institute
Community Service:
Boy Scouts of America, Ventura County Council, Finance Chair, District Committee (2015 – Present)
Pacific Corinthian Youth Foundation, Board Member (2003-2007)
Scoutmaster, Boy Scout Troop 730 (2012-2015)