Mike has served as Senior Investment Strategist at Tax & Financial Group (TFG) since 2016. His focus is on trading, portfolio analytics, and investment strategy. He is also an integral part of systems design and development for all investment services and products. Mike is part of TFG’s research division where he assists in creating monthly research articles and economic updates.
Prior to TFG, Mike worked as an accounting consultant helping corporate clients streamline their accounts receivable / accounts payable processes and providing analytical support on various projects.
Mike graduated from the University of Southern California with a Bachelor of Science in Economics and Mathematics. He holds the series 7 & 63 registrations and has been awarded the Chartered Financial Analyst (CFA) designation. He is a Registered Representative and Registered Investment Advisor Representative with Securian Financial Services Inc., member FINRA/SIPC.
Outside of TFG, he serves as the technology chair for the Orange County chapter of the CFA society (CFAOC) and is responsible for all of the Society’s website content.
Mike lives in Costa Mesa, CA and in his spare time enjoys running and playing tennis.
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