As a Partner Advisor with AdvicePeriod, Mike advises a select group of high net worth individuals and families on the investment and planning strategies that matter most to them. Integrating asset allocation with tax, estate, and philanthropic strategies, he helps his clients accomplish their goals.
Prior to joining AdvicePeriod, Mike was a Portfolio Strategist and Wealth Advisor at Beacon Pointe Advisors where he was a member of the firm’s investment and asset allocation committees. In 2015, Mike’s colleagues voted him the company’s MVP for his overall contribution to the firm. Before Beacon Pointe, Mike held a series of positions with increasing responsibility at Wells Fargo Advisors.
Mike earned a B.A. in History from the University of California, Los Angeles. A native Southern Californian, Mike is an avid reader, plays the ukulele and enjoys exploring the United States with his wife Brooke.
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