Mike’s objective is to add value by providing personalized financial planning and implement a sound “Financial Life Plan” to prepare you for the future, while keeping you focused on the best life you can create today. He strives to simplify your life, helping you organize and optimize your resources.
As a Certified Financial Planner™ professional, Mike has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. In addition, he is a Chartered Retirement Planning Counselor℠ and Chartered Life Underwriter®. He works with business owners, physicians, or other high net worth individuals to pursue their goals and help them make smart financial decisions.
After earning a bachelor’s degree in international business administration from the University of California-Riverside, Mike gravitated to a career in financial life planning and recently decided to pursue a master’s degree in advanced financial planning from Golden Gate University (expected graduation, 2020). He is a member of Phi Theta Kappa International Honor Society and Golden Key National Honor Society.
With a focus on giving back to his community, Mike is an ardent supporter of nonprofits and charities, such as the Corazon de Vida Foundation, UCR Alumni Association and the LA Opera. He has served on the advisory boards of the Latino Medical Student Association, the Latino Advisory Board of the Los Angeles County Medical Association (LACMA), and the LA Children’s Hospital corporate committee.
In his free time, Mike enjoys golfing, traveling, reading, wine tasting, coaching soccer, and having fun with his family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.