Mike has been a financial professional for over 37 years.  He has been affiliated with Fitzgerald Financial Services since 2012.  Mike joined the Firm to better serve his clients utilizing products available through an independent organization.

Mike focuses on helping clients pursue their financial objectives by using a holistic approach to financial planning, including;

1.  Budgeting cash flow - to pursue and maintain your desired lifestyle.

2.  Risk management - to preserve what is important to you.

3.  Tax Planning - keep more of what you earn.

4.  Asset Management - gather, maintain and manage your investment portfolio.

Mike and his family have resided in the Agoura hills area of Los Angeles since 1992.  An avid sports fan, he has been involved with the local 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 traveling, working on his golf fame, and ballroom dancing with his wife, Marilyn.

Mike currently holds the Series 7, 63 and 65 securities registrations with LPL Financial Services, as well as a California Life and Variable contracts licenses.  He holds his CRPC* designation (Chartered Retirement Planning Counselor) and has been awarded the Five Star Wealth Manager for 2023 in the Los Angeles Metropolitan area.