Michael collaborates with Anat in the design of our firm’s advice, and oversees our investment operations and recommendations.
Michael's career started in 1999 as a consulting actuary, in which he advised large employers on the funding and maintenance of their pension plans. He became a financial advisor in 2001 before moving into various management positions focused primarily on training advisors in the key areas of financial planning and investments. He eventually served as a director within the Financial Planning and Advice department for a national firm before returning into private practice with Anat in 2009.
In addition to overseeing our firm's investment recommendations, Michael also offers significant expertise and experience within the area of equity compensation.
Michael has a BA in applied mathematics and music from UC Berkeley. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Retirement Plans Specialist..