Solutions Wealth Management is an independent Investment Planning firm that provides comprehensive wealth planning and investment management services to individuals, families, business owners, and professionals as well as trusts, retirement and pension plans.
Our client portfolio management strategy is based on a disciplined asset allocation investment strategy seeking total return that seeks to prudently accumulate wealth while limiting risk. It is called an institutional approach. Pension funds and universities invest in stocks and bonds and also in different asset classes to pursue higher risk-adjusted returns.
Providing financial guidance, professional advice and asset management with objectivity, professional expertise and experience since 1982
CERTIFIED FINANCIAL PLANNER™, LPL Registered Principal
Mike has been a Certified Financial Planner since March 2007, licensed in the securities industry for over 20 years. Currently he is a Registered Principal and independent advisor with LPL Financial. He has worked in the banking environment as well as other broker dealers, and is familiar with many aspects of the industry. He also energetically contributes to the local communities through educational classes taught through the Financial Planning Association. He was the Pro-bono Director for the Silicon Valley Financial Planning Association in 2010 and 2011, and was a key player in bringing Financial Planning Clinics to Silicon Valley. After getting the Library Financial Literacy program going, he has scaled down to an educational role on the Library committee helping to promote financial literacy and educate people about various, money and financial planning related topics.
He graduated from CSU Hayward after a full career in the US Navy. While in the service he was stationed on the USS Midway in Japan, served as military police in Japan, then went to the USS Acadia in San Diego, and finished his career in Hawaii where he traveled to most of South and East Asia. At his last command, in Hawaii, he was a budget counselor; among many hats he wore during that time, and realized that he has a good understanding of financial topics and likes passing that information along. While in college he was looking for his calling and being a Financial Planner is about as good as it gets. He gets to work with people, help them establish goals, prioritize life events, make people aware of different ways to organize their life, and work with them towards those goals. If you are wondering if you are on the right track, would like some help or just have questions – contact Mike and he will do what he can for you.