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About

ABOUT

Michael has assisted over 1,500 California teachers, school administrators and has advised many retiring from major firms such as, Nestle, Boeing, Ford, General Motors, AT&T, and Pacific Gas and Electric Company.

He is a Certified Retirement Financial Advisor, CRFATM Chartered Federal Employee Benefits Consultant (ChFEBC℠) and a Chartered Senior Financial Planner. He holds a Life and Health License, a Long-Term Care Certification and a California Partnership Long-Term Care Certification. Michael’s professional memberships include the Better Business Bureau, Business Consumer Alliance and the National Ethics Association. Michael is dedicated to helping his clients reap the rewards of a well-planned retirement. He educates his clients on the variety of safer money options available in order to reach retirement goals. Michael has extensive experience in asset creation, asset preservation and retirement planning.

Michael has been honored with many professional awards and he has lectured widely on estate planning and financial topics throughout southern California. Michael has written several articles on the importance of wealth preservation and long-term care that have been published in leading outlets.

He lives in Thousand Oaks California with his wife Jeanne and three children. Michael’s wife and daughter are also Financial Advisors and his business partners.

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Testimonials

TESTIMONIALS

“Michael spent a lot of time with us going in-depth finding the best ways to manage our money. He is affable, knowledgable and supportive.”
-Maureen B.
“Michael and his team are awesome. Very engaging, friendly and supportive group of people. Michael gave a lot of his time in helping me find new solutions to retirement planning. I highly recommend their educational services. He is an honest, down to earth guy that you will get a lot of information from.”
-Jennifer T.
“What I have found so far is that Michael takes the time to explain the positives as well as the negatives for any financial decisions made. I am really glad that we went to his retirement class and learned a bunch. Now I feel more confident that we are going to make the best plans for our retirement.”
-Kenny L.
Contact

CONTACT ME

(818) 206-1163

21550 Oxnard Street, Suite 490

Woodland Hills, CA 91367

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