Financial Advisor, Mountain View

Your Trusted Partner
Elevating The Standard Of Care

Investing is about far more than just growing your wealth. It’s about using money as a tool to live your best life and build a better future. That’s why for Michael, offering personalized service as a Wealth Manager has taken on a whole new meaning.

Michael works with clients to custom craft financial plans, prioritize and fund financial goals, optimize investment portfolios, mitigate risks, and maximize tax-efficient retirement income. All Kingsview Partners believe in the power of resourcefulness and creative thinking. If there is a way we can get your money to work harder for you, it’s our mission to find it.

When it comes to helping you with your investments, Michael pays attention! Your investment strategies should adjust with the changes in the economic and market dynamics. My primary portfolio management objective is to make sure you are being rewarded for the amount of risk you are taking.

Most importantly though Michael is proud to adhere to the fiduciary standard, bound by a legal obligation to do what’s right for clients. Straightforward and transparent pricing is designed to align our interests and elevate the standard of care for our clients. At Kingsview, you can take comfort in the fact that your Wealth Manager is just as invested in your success as you are.

  • What I Specialize In

    - Financial Planning, Lifestyle Advisory
    - Portfolio Analysis and Global Total Return Portfolios'
    - Estate, Wealth Transfer and Philanthropic Planning Strategies
    - Tax Management & Risk Mitigation Strategies
    - Personalized Lending & Borrowing Needs
    - Executive Compensation, Concentrated Stock Analysis and Pre-IPO Planning
    - Collaboration with CPA and Estate Planning Attorney Advisors

Core Values
Proving We’re a Worthy Partner
We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.

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  • Flexibility

    Kingsview Partners is a boutique advisory firm with sizable partners, which allows us to adapt our strategies as appropriate. Our clients receive the “small firm” benefits of a custom financial plan, paired with the security provided by large custodial partners.

  • Objectivity

    Kingsview Wealth Managers are never obligated to push certain products and services. They are free to present all available options to investors and do not restrict offerings simply because they may be inconvenient, complex or difficult.

  • Transparency

    Kingsview Partners offers a truly independent platform for its advisors. As fiduciaries, our Wealth Managers can effectively mitigate conflicts of interest and provide investors with a clear understanding of the motivations behind their recommendations.

  • Accountability

    Kingsview Partners attaches great importance to the responsibility borne from our fiduciary duty. Kingsview Wealth Managers may serve up to 40% fewer clients than their peers, allowing them a greater opportunity to listen, plan and execute for the investor.

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