Certified Financial Planner (CFP®)
Accredited Investment Fiduciary (AIF®)
Arizona State University, B.S. Finance
In 2002, Mike earned his Certified Financial Planner (CFP®) designation. To earn a CFP® designation, one must meet rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness,confidentiality, professionalism and diligence when dealing with clients.
Mike also earned the Accredited Investment Fiduciary (AIF®) designation as well in 2012. An AIF Designee has acquired a thorough knowledge of fiduciary responsibility and can be a resource to investment fiduciaries and individual investors alike. An AIF designation represents that person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice.
Michael is an Arizona Native, currently residing in Gilbert. He is an avid reader, loves to play basketball, and is very active in his children’s sports teams. His family loves to travel together. Their favorite place to visit is Carlsbad, California for the great weather and family friendly atmosphere.
Client Relationship Associate
-Help with account maintenance and balances
-Help with wire transfers and money movement
Business Operations Manager
-Help with front desk reception/client service
-Help with office maintenance
- Personalized Asset Allocation
- Tax Efficient Investing
- Financial plan development
- Implementation of planning recommendations