Designations and Licenses

Michael is a CERTIFIED FINANCIAL PLANNER™ professional, holds the Chartered Financial Analyst® designation and is a Chartered Alternative Investment Analyst.

Experience and Education

Michael provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Michael worked as a wealth advisor at EP Wealth Advisors.

Michael holds bachelor’s degrees in economics and political science from the University of California.

Personal Interests

Away from the office, Michael enjoys playing the guitar and spending time with his wife and 8-year-old daughter.