Michael Fine

 

Hometown:
Simi Valley, CA

Favorite Book or Movie:
A Tale of Two Cities and Butch Cassidy and the Sundance Kid

Ideal Dinner Guest:
CS Lewis, Teddy Roosevelt and Martin Luther King Jr.

Words to Live By:
“Wherever you are, be all there”
– Jim Elliot

Qualities I Admire
in People:

Faith, Integrity, Perseverance and Generosity

Michael Fine, CFP®, QPFC

Partner, Director of Plan Services / Plan Consultant

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.

EDUCATION

  • Bachelor of Science in Business Finance from San Diego State University

INDUSTRY DESIGNATIONS

  • Personal Financial Planning Certificate from UCLA
  • Qualified Plan Financial Consultant (QPFC)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

LICENSES

  • Series 6 (inactive)
  • Series 63
  • Series 65
  • California Life Insurance (CA Lic.0H19671)

AWARDS AND BOARD MEMBERSHIPS

  • “Aces”: Top 100 Retirement Plan Advisors Under 40 – 2020
  • National Association of Plan Advisors (NAPA) Top Retirement Plan Advisors Under 40 – 2019
  • Non Profit School Council Member

INDUSTRY MEMBERSHIPS

  • American Society of Pension Professionals & Actuaries (ASPPA)
  • National Association of Plan Advisors (NAPA)

 

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