Michael Eriquez
Wealth Manager
Michael serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Michael offers his clients a comprehensive planning experience. Prior to joining Creative Planning, he served as a wealth advisor and wealth planner at an independent investment advisory firm, where he was actively involved in portfolio construction, financial plan design and implementation, investment management, and research.
Michael earned his Bachelor of Science degree in business administration from Arizona Christian University and is a Certified Plan Fiduciary Advisor, as designated by the National Association of Plan Advisors.
Michael enjoys spending time with his young daughter. Together, they love being outdoors, watching movies and finding new adventures.
Articles by Michael Eriquez
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