Partner & Wealth Advisor
Meet Michael, a dedicated financial professional holding several prestigious designations, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), and Chartered Special Needs Consultant (ChSNC®). These designations underline his commitment to delivering the highest level of personal client service and life-experienced advice.
After earning his Bachelor's in Financial Services from San Diego State University, Michael discovered his passion for financial planning, embarking on a fulfilling career path. His journey began at Nationwide Financial, where the importance of trust in his profession became clear, especially as a young advisor. Michael’s credentials showcases his determination to provide the best possible guidance.
Beyond offering advice, Michael takes great pleasure in witnessing the peace and security his guidance brings to his clients. One of his greatest successes involved helping a client completely restructure their financial situation, leading to improved well-being.
He leverages an expansive set of industry credentials and experiences, along with an unrelenting quest for knowledge, to assist clients with achieving their financial goals. He remains patient and empathetic, always listening to his clients' concerns and finding comfortable yet actionable solutions.
With over 23 years of experience in the financial service industry, Michael plays a pivotal role in his wealth advisory practice. He educates clients on solving life's complexities with simple and tailored solutions, and his diverse credentials serve as a testament to his wide-ranging expertise.
Balancing his dedication to his profession is Michael's cherished role as a young dad to his daughter. He values the time his career allows him to watch her grow and strives to secure her future. This commitment to work-life balance extends to his clients, making him a distinguished presence in the field of financial planning.
Outside of his work, Michael enjoys a healthy lifestyle and indulges in hobbies like golf, music, and reading. Embracing a balanced life himself, he aspires to provide the same for his clients.
Meet the IWP Team
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PROCEED TO THE REQUESTED SITE!The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
PROCEED TO THE REQUESTED SITE!The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
PROCEED TO THE REQUESTED SITE!The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
PROCEED TO THE REQUESTED SITE!The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
PROCEED TO THE REQUESTED SITE!