Mike

Mike has been in the profession for over 25 years most recently as an advisor with Bank of the West in the Agoura area. Mike joined the Firm to better serve his clients utilizing products available through an independent organization.

Mike and his family have resided in the Agoura area for over 20 years. Mike is an avid sports fan and has been involved in the community sports programs for years with his children. He is a past board member of AYSO Region 4, Agoura & Westlake and continues to volunteer as an advanced soccer referee. To relax Mike enjoys working on his golf game.

Mike focuses on helping clients meet their financial objectives by looking towards their retirement and  other financial goals. Mike does this through the use of asset allocation and insurance planning. By looking at a client's total financial picture he can better access their needs and offer solutions that are tailored to that client and therefore more likely to achieve their individual goal.

Mike currently holds a number of securities registrations as well as a California life and variable contracts licenses. He also has his CRPC designation (Charted Retirement Planning Counselor).

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck