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Proud USC Alumni

Leads financial workshops on a variety of topics

Enjoys spending time with his family

Avid tennis player & songwriter

Will video conference with clients to make it easier

Get to Know Michael

Michael has always been concerned about the people he works with. A graduate of the University of Southern California, he majored in Business Administration with a Finance concentration and minored in Biotechnology. His interest in the pharmaceutical industry stemmed from his desire to help people, and this passion drives him as he aims to improve his clients’ “financial health.”

Michael’s meticulous approach to understanding people’s needs and goals is often what his clients appreciate most about working with him. He regularly leads workshops on specific financial issues, ranging from pre-marital couples learning to blend personal finances to graduating medical professionals preparing for substantial increases in compensation. Michael works with many Los Angeles County and City employees, business owners and families with young children.

Michael’s professional experience in accounting and finance includes working for the tax department of 20th Century Fox and the hedge fund services division of JP Morgan. He currently holds FINRA Series 6 and 63 registrations with LPL Financial, the Series 65 registration with Trilogy Capital, Inc., and also holds a California Life and Long-Term Care Insurance License. He also passed the Registered Tax Return Preparer exam in 2012.

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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934