Mike serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing most aspects of a sound financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Mike brings to his clients more than 30 years of experience in financial planning and asset management. He has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management. Prior to joining Creative Planning, Mike built a firm in Silicon Valley with $2.0 billion in assets under management.
Mike earned a Bachelor of Science degree in Finance from San Francisco State University where he graduated with an emphasis in investments and tax. He received an MBA in Personal Financial Planning from Golden Gate University and completed the Sequence in Personal Financial Planning at the University of California at Berkeley. Mike is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Mike and his wife Bari have three grown children and two grandchildren. In his spare time, Mike enjoys spending time with his family, playing music, yoga, cycling and his newest passion - pickleball.
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