Michael is dedicated to helping members achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a deep understanding of the unique needs of credit union members, Michael specializes in crafting tailored solutions that align with each client’s objectives and circumstances.
With Series 7 and 66 securities licenses held with LPL and a Life and Variable Annuity Insurance License in California, Michael has a combined experience of 25 years in technology and wealth management, including Merrill Lynch and Charles Schwab.
Michael is passionate about helping members achieve financial goals through personalized investment strategies and comprehensive planning. As an active member of the LGBTQ+ community in San Francisco, he champions financial literacy and inclusion.