
His goal is not only to help his clients get to retirement, but to them enjoy it as well.
Joined Lido: 2024
Homebase: Chicago, IL
Professional Focus: Feels a deep sense of accomplishment when his recommendations help clients achieve their goals and watch the full life cycle of the strategies used change their lives for the better.
Education: B.S., Finance, San Diego State University
Previous Work Highlights: Began his career at Pure Financial Advisors, where he was a Financial Planning Strategist with a strict focus on comprehensive financial planning.
Personal Facts: When he is not cheering on his Bay Area 49ers, Warriors, and Giants, you can find Michael on the green playing golf, working out, traveling, and playing sports.