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Specialties include: Securities, Life/Health/Long Term Care and Disability Insurance, Private Client Tax Preparation, Investment Advisor Representative
Primary client emphasis is comprehensive financial planning, retirement planning, investment/asset management
For many years, Mike has counseled family and friends on various financial matters….so it was natural that a few years ago, while still a chiropractor, Mike decided to start undertaking the rigorous training required to obtain his Certified Financial Planning designation. Mike has now sold his chiropractic practice and devotes his full time to the financial planning field….helping other chiropractors, healthcare providers and clients achieve their financial goals and independence
Mike and his wife Carol have 4 children, Kathleen, Bryan, Kiel and Ryan. They have lived in the Bay Area for 29 years. His hobbies, in addition to being an accomplished musician, include golf, skiing and Napa Valley trips
CA license #0F826217 |