Mike Norton is an Advisor with AdvicePeriod. With nearly a decade of industry experience and a background in tax and estate planning, Mike is an integral member of our client relationship management team. Mike works primarily with high net worth individuals and family offices to provide a holistic wealth management experience.
Prior to AdvicePeriod, Mike spent five years with PricewaterhouseCoopers in both their Mergers & Acquisitions group and Personal Financial Services group. Mike began his financial services career at a large family office assisting with tax and estate planning as well as investment advisory services.
Mike maintains an active California CPA license, is a CERTIFIED FINANCIAL PLANNER™, and holds the Financial Industry Regulatory Agency (FINRA) Series 65 license. An accomplished athlete, Mike walked on to the varsity basketball team at Southern Methodist University where he earned a BS in economics.
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