Mike and his team have a simple, yet unwavering mission: to Make Life Better for their clients. Mike works as his clients’ Personal CFO, creating strategies to pursue financial freedom, relieve them of financial stress and enable them to make lifestyle choices without worry. By understanding each client’s unique definition of true wealth, his team uses their Personal CFO FORMula to create customized plans that address financial concerns and empower clients to pursue their dreams. He is a multiple-time recipient of the Five Star Wealth Manager award and the LPL Financial Ascent Award for Outstanding Client Service.
Mike comes from a family of financial professionals and seeing his dad, a lifelong financial advisor, make a difference in his family and clients’ lives inspired him to explore the financial services industry. With over 30 years of experience, Mike takes pride in providing his clients with confidence in their future and helping simplify their lives.
Based in San Diego with his wife Mary, son Joey and their cat Gelato, Mike actively contributes to charitable organizations, serving on the board of the United Way of San Diego and the advisory board of the FACE Foundation, an organization which supports animal owners in need of emergency veterinary care. His commitment to giving back aligns with his own personal definition of true wealth. In his personal life, Mike cherishes quality time with his family playing, coaching Joey’s sports, traveling to new destinations, reading, and just enjoying life together.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2026 Five Star Wealth Managers.