Michael can be reached at:
Email: [email protected]
Direct Line: 714-394-8301
Mike began his career at PaineWebber and left his position at Wells Fargo Advisors after 17 years to join the AmeriFlex® Team. Mike has dedicated over 31 years to adding structure to savings and investment planning. He uses his extensive personal and professional experience in all areas of investment planning to help clients specify clear goals, develop a detailed plan, then implement and monitor that plan on an ongoing basis. Mike offers all aspects of financial services specializing in Retirement and Investment Planning.
When asked why he choose AmeriFlex®, Mike responded that “I joined the AmeriFlex® Team after careful consideration and research. It was an easy decision once I came to know the people and the processes they offer.”.
Birthplace: Born and raised in the OC
Favorite childhood memory: Surfing in Huntington Beach. Just as the sun came up a dolphin jumped high out of the water and with the sun reflecting off it, the dolphin turned a glistening golden color.
Hobbies: I love sports. As a teen I began surfing. In my 30’s I ran marathons, played in softball leagues and recently I’ve taken up golf.
Passions: I have always had a passion for the markets ever since reading books as a teenager about Wall Street. My newest passion is golf; A sometimes frustrating game until you hit that amazing shot!
Family Life: My wife and I enjoy hanging out with our friends and their children. We visit our two adult children in San Diego when time permits.
Favorite quote: “If you want to make God laugh, just tell him your plans.” ~Anonymous