Menu
Michael Bakhshi
Vice President of Wealth Planning 
 

Michael is a graduate of the University of Southern California, where he majored in Business Administration with a Finance concentration and minored in Biotechnology. His interest in the pharmaceutical industry stemmed from his desire to help people, and this passion drives him as he aims to improve his clients’ “financial health.” His professional experience in accounting and finance includes working for the tax department of 20th Century Fox and the hedge fund services division of JP Morgan.

Michael’s meticulous approach to understanding peoples’ needs and goals is often what his clients appreciate most about working with him. Michael regularly leads workshops on specific financial issues, ranging from pre-marital couples learning to blend personal finances to graduating medical professionals preparing for substantial increases in compensation. Michael works with many Los Angeles County and City employees, business owners, and families with young children.

When not in the office, Michael spends as much time as possible with family. His role models are his grandparents, who exemplify compassion and how to treat others with respect. He also enjoys playing tennis, songwriting, and watching professional football.

Michael currently holds FINRA Series 6 and 63 registrations with LPL Financial, the Series 65 registration with Trilogy Capital, Inc., and also holds California life and long-term care insurance licenses. He also passed the Registered Tax Return Preparer exam in 2012.

MEET MICHAEL'S TEAM MEMBERS
CHRIS MOLONY
VICE PRESIDENT OF WEALTH PLANNING
 
 
MARK HAMMILL
WEALTH ADVISOR
 

ALEX DARDICK
WEALTH ADVISOR
 
 
CALL MICHAEL DIRECT AT
(310) 756-0600 ext. 7118
  Strategic Partners

ASK MICHAEL A QUESTION

 

 
Go to top