Michael co-founded Ambassador Wealth Management after 11 years at Wells Fargo where he developed his passion for working with his clients as a relationship manager and financial advisor. He was a senior member of the Orange County Regional Private Banker team where he provided portfolio analysis on customer relationships and recommended financial strategies to meet client goals. He also served as a board member of the Orange County Regional Private Banker philanthropy group, where he worked to develop programs dedicated towards giving back to the local underprivileged and under-served communities.
Throughout his career, Michael continued his pursuit of education as he earned his undergraduate degree with a double concentration in marketing and finance at California State University Fullerton. Subsequently, he expanded his knowledge of financial planning at the University of California Irvine where he achieved his Personal Financial Planner certification; which fulfills the educational requirements to sit for the CFP® practitioner exam. Furthermore, Michael completed his MBA with an emphasis in financial planning at California Lutheran University.
Michael lives with his wife Lisa, an accomplished tax law litigation attorney, locally in North Tustin where they moved to last year. They have a 2 year old daughter who loves to sing and dance. She also really wants a "wow-wow" instead of a "meow-meow".
Michael holds the following financial registrations and designations; Series 7 & 66, Life Agent, and Certified Financial Planner™ professional; which serve as the educational backbone to providing the holistic financial planning services offered through Ambassador Wealth Management. Michael is registered in the states of CA, AZ, ID, KY and NY.