Michael is a CERTIFIED FINANCIAL PLANNER™ Professional specializing in providing retirement plan advisory services to corporate fiduciaries. Prior to joining Monarch, Michael played a key role in implementing and maintaining holistic benefit strategies for company executives and HR directors for one of the top 10 benefit brokerage firms in the San Fernando Valley. In 2013, Michael joined Monarch Plan Advisors to focus solely on retirement plans. Michael earned his Certificate in Personal Financial Planning from UCLA, received the Qualified Plan Financial Consultant (QPFC) designation by American Society of Pension Professionals, has a Bachelor of Science Degree in Finance from San Diego State University, and volunteers on a School Council Board for a local private school. Michael also holds his California Life Insurance License and his Series 6 (inactive), 63, and 65.
