Wealth can never be genuinely defined by any amount of accumulated assets in this life. True wealth is not dependent on net worth. True moments of wealth (i.e. a child’s graduation, vacations with grandchildren, donating to a charity, or the startup or succession of a business) cannot happen without professional attention devoted to the financial aspects of wealth in appropriate balance. This is no easy task given the growing complexities of our world and its financial systems, the various competing venues providing financial counsel, the escalating amount of conflicting financial opinion in the media, and the busyness and hubris of the average American family.
For over two decades Michael has been passionate about getting his clients, and the advisors he leads, to uniquely define, address and own what a wealthy life means to them. The differences in these answers require a creative and holistic process (read: common, cookie-cutter approaches won’t suffice).
Michael specializes in working with high-net-worth medical professionals, privately-held business, and highly-compensated or executive-level employees. The reason they choose Michael, and his team, is because his process and tools have the ability to organize their entire financial picture and stress test varying solutions to gain insight on their current financial situation and future outcomes.
After growing up in the frigid Midwest, Michael currently loves living in Southern California and the year-round sunny outdoor opportunities. He works with clients and collaborates with other professionals all over the country and is committed to continual development of himself and his community. He currently resides in Mission Viejo and is spirited about serving the foster care community and giving love, hope, and a voice to the orphan. He also enjoys spending time trail running, cycling, golfing or fly-fishing and when he has to be indoors, he enjoys reading, playing the cello and dabbling in writing.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0D83503 | 2021-128018 exp. 11/23