1277 Treat Blvd. Suite 400, Walnut Creek, CA 94597
925-407-0412 ext. 320
Michael’s credentials include:
¥ Chartered Life Underwriter CLU®
¥ Chartered Financial Consultant ChFC
¥ Series 1 and 63 Licenses
Mike is past president of the Leading Life Producers of Northern California, East Bay Chapter of the Society of Financial Professionals, and the Estate Planning Council of the East Bay. He speaks often at meetings of accounting, insurance, legal, and service associations. He is a member of the board of the Northern California Institute for Bone Health, Past President of the MDRT Foundation, and is listed in “Who’s Who in California”. On a personal note, Mike lives in Alamo with his wife Paula.
Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.