Mike serves as a Wealth Manager with Creative Planning’s Orange County team, working closely with his clients to implement strategies to address their goals and complex financial needs. He practices in the areas of investment management, retirement planning, risk mitigation, tax planning, charitable gifting, and estate planning. He specializes in working with small business owners and multigenerational families, with the goal of empowering them to improve their financial lives.
Mike brings over a decade of experience in the financial services and investment management industry. Prior to joining Creative Planning, he served as the regional head of financial planning and investment strategy for one of the nation’s largest wealth management firms.
Mike graduated from the University of California, Irvine with a degree in Economics, and he is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Mike is also an instructor at the University of California, Irvine, where he teaches Personal Financial Planning classes to students seeking their CFP® certification.
Mike volunteers at Anaheim High School and Ocean View High School for Junior Achievement USA, a nationwide organization fostering work-readiness, entrepreneurship, and financial literacy skills for students in kindergarten through 12th grade. He’s an active member of the Movember Foundation, a non-profit organization supporting cancer research and mental health initiatives. In his free time, Mike enjoys playing ice hockey, skiing, golfing, and backpacking with his wife, Kate, and their Golden Retriever, Joe.
*See all Creative Planning disclosures and sources.