Michael serves as an Assistant Vice President and Advisor in our New York City office, drawing from almost a decade of experience in the financial services industry.
Before joining the team, Michael worked as a financial advisor at Heritage Family Offices, a role he took on after spending three years as an associate with other wealth management firms. A graduate of Pacific Union College, he also earned a Certificate in Financial Planning from UCLA, in addition to the Certified Financial Planner™, Certified Private Wealth Advisor®, and Accredited Investment Fiduciary® designations.
Previous Experience
- Financial Advisor at Heritage Family Offices
- Financial Planning Associate at Strategic Financial Associates
- Client Associate at Signature Estate & Investment Advisors
- RIA Internship Program at Charles Schwab & Co., Inc.
- Administrative Assistant at Napa Valley Wealth Management
Education & Credentials
- BBA, Pacific Union College, Finance
- University of California, Los Angeles, Certificate in Financial Planning
- Certified Financial Planner™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
- Accredited Investment Fiduciary® (AIF®)
- Series 66 license
- Life & Health Insurance licenses
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Investments & Wealth Institute® (“Institute”) f/k/a Investment Management Consultants Association® (“IMCA®”) is the owner of the certification and service marks “CPWA®,” “Certified Private Wealth Advisor®,” and “Certified Private Wealth AnaylstSM”. Use of CPWA®, Certified Private Wealth Advisor®, and/or Certified Private Wealth AnaylstSM signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
