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Michael is a CERTIFIED FINANCIAL PLANNER™, and an IRS Enrolled Agent (EA) with 10+ years of industry experience.
Michael specializes in advanced tax planning, wealth management, and investment planning. As an IRS Enrolled Agent, Michael’s strong tax background sets him apart from your typical financial advisor. His unique skill set allows him to create customized strategies for his clients that can significantly reduce the amount of taxes paid over their lifetime.
Michael earned an undergraduate degree in economics at the University of California, Berkeley. He is still involved with his alma mater volunteering as an alumni ambassador. Michael is also contracted by NerdWallet as an expert content reviewer. Michael is a CFA Level III Candidate.
Michael and his wife Susannah reside in San Diego, California.
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