Every individual is unique when it comes to their personal financial situation. Whether you are saving for a comfortable retirement, using your assets to generate current income, or planning for a child’s future education expense, there is no “one-size-fits-all” solution to putting your hard-earned money to work.
Having experienced both good times and bad in the financial markets, Mike understands the importance of looking beyond the daily news headlines and the need for keeping emotional reactions to fluctuations of the market in proper perspective.
“Successful investing begins with an open dialogue about aspirations and specific financial goals. By employing proven financial principles, I enjoy helping individuals and families implement investment plans designed to foster peace of mind and confidence in their financial affairs. As an independent advisor, I am guided by a fundamental appreciation for remaining properly diversified, and for investing in value and quality professional management.”
Mike is on the Board of Directors for the Orange County Financial Planning Association and remains active in the local investment and allied professionals community. He holds his Series 7, 63, 66 and California Insurance licenses. Mike graduated from the University of California, Irvine with a Bachelors of Science degree. Additionally, he earned his MBA from Pepperdine University. Prior to joining DSI Financial Group in 2001, Mike enjoyed a successful career in marketing and strategic planning with a leading healthcare company. During his time away from the office, Mike enjoys spending time with his wife and three active children.
DSI Financial Group
Seal Beach Branch
610 Pacific Coast Hwy #100
Seal Beach, CA 90740
(562) 493-8881 | Fax (562) 493-9352