We Know Stuff

Mike takes continuing education and acquiring specialized knowledge very seriously.  The more your adviser knows, the better they can serve you.  His photographic memory and instant recall of everything he reads makes him a great asset to his clients.  Because of this exceptional talent for learning, education was always very easy for him as evidenced by the many prestigious designations he's earned over 30+ years of practice.   Very few advisers can match Mike's credentials or claim the kind of expertise and education he's attained.  He is also a member of several financial and retirement-focused organizations and has significant experience in the financial services industry.  

Mike holds a Series 65 license as an Investment Adviser Representative, and is an independent insurance representative appointed with several companies. CA License #0708399.

Learn more about how Mike’s credentials and affiliations can benefit you.

Credentials:

Retirement Income Certified Professional (RICP®)
The retirement game is changing fast for financial professionals. Clients are focused on building a consistent and steady retirement income that will last. Advisers without this knowledge, or those with a limited approach, may not be able to offer a wide array of solutions. The RICP® credential is designed to provide advisers access to a wide range of retirement income planning ideas and strategies. The RICP® is considered one of the top tier designations for advisers, as it has fresh knowledge in the new and evolving retirement income planning field.

Chartered Life Underwriter (CLU®)
The Chartered Life Underwriter® (CLU®) is considered to be one of the most respected designations of insurance expertise. This designation provides advisers with in-depth knowledge on the insurance needs of individuals, professionals, and business owners. With this designation, advisers are armed with the knowledge to make recommendations on aspects of risk management, provide guidance on types of life insurance, provide a holistic approach to addressing the insurance needs of clients, and assist clients in making decisions about estate and succession planning.

Chartered Financial Consultant (ChFC®)
Through this program, advisers are prepared to meet the advanced financial planning needs of individuals, professionals, and small business owners. Advisers who have obtained this credential have received in-depth knowledge of the key financial planning disciplines, including insurance, investments, income taxation, retirement planning, and estate planning. The ChFC® is considered the highest standard of knowledge and trust in financial planning.

Accredited Estate Planner (AEP®)
This designation recognizes estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. As an AEP®, Mike has specialized knowledge of the inner workings of estate planning.

Chartered Adviser for Senior Living (CASL®)
This rigorous credential in the senior and retirement planning space provides knowledge on wealth accumulation, income distribution, and estate planning strategies for those who are preparing for or are in retirement. This designation helps advisers assist clients in making critical retirement decisions, including when to claim Social Security, how to take pension distributions, choosing annuities, and more.

Affiliations:

For over 25 years, Mike's been a member of the National Association of Insurance and Financial Advisers, Million Dollar Round Table, National Association of Estate Planners and Councils, and the Society of Financial Service Professionals.  He is an Accredited Business with the Better Business Bureau with an A+ rating and a member in good standing with the National Ethics Association.