CA Insurance Lic. #0E67295
Mike is not your average financial adviser. With a deep understanding of the complex financial and emotional challenges that people face throughout their lives, he provides his clients with the highest level of professional financial advice. From the moment he graduated from San Jose State University in 2005, Mike has worked tirelessly to gain the respect and confidence of his peers, colleagues, clients, and their advisers.
His commitment to excellence has been recognized time and time again. In 2009, Mike was elected by his peers to serve on an Advisory Council to New York Life, one of the leading mutual insurance companies in the United States. In 2021, he was honored to be listed as one of America’s Top Financial Security Professionals from Forbes/Shook, and in 2022 as Top Best in State Financial Security Professional.
But what truly sets Mike apart is his dedication to understanding his clients on a deeper level. He has spent thousands of hours getting to know them in meaningful ways and has discovered that many clients have done good planning, but it's not always aligned with the goals and objectives intrinsically motivating them. This inspired him to develop the BIGGR Framework, which helps design financial solutions for clients that enable them to be emotionally available for life’s most important moments – personal and professional.
Outside of his role as a financial adviser, Mike has also made a significant impact. He previously hosted a podcast where he learned from some of the world’s brightest leaders about how they used life’s challenges to have a game changing impact on the lives of others. In 2019, he self-published a motivational parable on finding the greater purpose and meaning in life.
For Mike, embodying the principle of Doing Life BIGGR is about weaving together the threads of adventure, family, community, and self-improvement to create a rich and fulfilling tapestry of life.
With the liberty to explore, Mike and his beloved wife Lisa, continually embark on journeys around the world. These travels are not just geographical explorations, but shared experiences with their four children that cultivate love, understanding, and a global perspective.
However, Mike's vision of Doing Life BIGGR extends beyond personal experiences. Deeply rooted in his values, he invests time and effort in giving back to his church and community. He realizes that the success of one is intertwined with the prosperity of all, and actively contributes to the upliftment of those around him.
Pursuit of personal growth is another cornerstone of Mike's approach to life. He continually seeks opportunities that challenge him and foster growth, propelling him towards becoming the best version of himself. For Mike, personal development isn't a destination but a never-ending journey, fueled by a desire to learn, adapt, and evolve.
Mike's embodiment of Doing Life BIGGR is a testament to his character and a beacon of inspiration for his clients and everyone in his circle. His journey is not just about living life to its fullest, but about ensuring that this fullness is expansive, enriching, and life giving to those around him.