Michael joined Redwood Credit Union as a Financial Advisor in 2017. He coordinates the financial affairs of individuals, families, and business owners throughout Marin and Sonoma County.
With a holistic investment philosophy, Michael strives to understand a client’s complete financial picture before recommending solutions. He educates his clients to help them make better decisions about their financial affairs.
“My goal is to bring clarity and simplicity to my clients’ financial lives, while becoming a trusted ally as they achieve personal, financial, and professional success.”
Prior to joining RCU, Michael was a Financial Advisor and Relationship Manager with some of the nation’s largest financial firms.
FINRA Licenses: Series 6, 7, 63, 66 – Life Insurance Licenses: CA #0I77530
State Securities Licenses: CA
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF
or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted
with CFS to make non-deposit investment products and services available to credit union members.