About
Michael is a Vice President and Financial Advisor with Wealth Enhancement. His work focuses on helping clients enhance, preserve, and transfer wealth through integrated tax, estate, and charitable planning strategies. He takes a collaborative approach to advising, helping clients make informed decisions through thoughtful guidance and coordinated expertise. Throughout his career, he has worked with a diverse range of clients, including business owners, corporate executives, attorneys, and professional athletes.
Michael studied finance at Pacific Union College, where he earned a Bachelor of Business Administration. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Private Wealth Advisor® (CPWA®) and Accredited Investment Fiduciary® (AIF®) designations.
Based in New York, Michael enjoys spending time with family and friends, staying active, and exploring different cultures around the world.
Education
- BA – Finance, Pacific Union College
Additional licenses and designations
- CA Insurance Lic #0M48890
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation