Michael has provided more than a decade of direction and planning services to his clients while here at Trilogy. He has built his practice on developing long-term relationships, focusing on the positive, while providing upfront, direct advice, objective analysis, with the goal of helping his clients achieve success. Mike’s clients are culturally and economically diverse: great folks, who are single professionals, families, domestic partners, business owners, retirees and those posed on the edge of retirement.
Though the ‘numbers’ are essential to creating a pathway to achieving goals, building relationships are the key to ensuring his client’s trust, commitment and success. Mike brings to his practice here at Trilogy, over twenty tears of operating and managing businesses along with broad life experiences. These factors are elements that provide perspective and contribute to helping his clients navigate the challenges of today.
Michael is a true ‘Angelino,’ a native Californian and product of the parochial schools of south central Los Angeles. He is a graduate of Loyola High School and Loyola Marymount University. He is active in the community, and on the board of the LBGLCC. He is an Investment Advisory Representative with, and holds the series 65 registration with Trilogy Capital, Inc.; the series 6 and 63 registrations with LPL Financial, and also holds Life and Long-Term Care licenses.