Mike is an analytical, passionate student of the industry that seeks to improve the lives of his clients through practical financial planning. He began 10 years ago as a financial advisor Wells Fargo Advisors working in a traditional brokerage office that smelled of rich mahogany. He then spent three years at Beacon Pointe Advisors in Newport Beach where he worked with individuals and institutions on asset allocation, investment selection, and custom hedging of concentrated stock holdings. Mike was a member firm’s investment committee and was the head of research for hedge funds, derivatives and other marketable alternatives.
Mike moved his business to AdvicePeriod in 2016 because he wanted to get back to working directly with clients with a greater emphasis on financial planning. Mike and his partner Michael Hu help their clients simplify their lives by providing detailed financial and investment plans. They work with individuals and families with a particular focus on professionals and entrepreneurs in the S.T.E.M. fields.
He lives in Tustin, California with his wife/best friend Brooke and their lovely daughters Penelope and Olive.