What are Michael’s credentials?
Michael earned a Bachelor of Arts degree in business management from St. Mary’s College in Moraga, Calif. He became a financial planner in 1984 and has achieved the professional designations of Accredited Investment Fiduciary and Life Underwriting Training Fellow. He completed the FINRA-sponsored Series 7 examination and is licensed by the California Department of Insurance for life, disability, property and casualty, and variable insurance, and he also is certified in long-term care insurance. Please request a copy of his to his ADVII B for a hard copy.