Michael is a Financial Advisor and Partner at Capital Planning Advisors. In addition, he is an attorney with a business tax, estate planning and real estate background and as almost two decades of managing complex wealth strategies on behalf of closely-held and family-owned companies, major corporations, and high net worth individuals.
A licensed CPA (inactive), he previously served as an accountant at Deloitte & Touche, LLP. As a former associate with McDonough, Holland & Allen and founding Partner of HMS Law Group, LLP, Michael advised clients on real estate transactions, probate/estate planning, business & tax matters and served as contract general counsel to small- and medium-sized businesses.
As General Counsel for a $700M real estate company, he raised capital for, and structured and managed private equity funds focused on acquiring and managing multifamily, commercial, office and hotel properties. He has worked in and with several start-up operations and been engaged as a consultant on several business and real estate ventures.
Michael earned his Bachelor of Science Degree in Business from Cal Poly-San Luis Obispo and his Juris Doctorate degree from the McGeorge School of Law (University of the Pacific), with a Tax Concentration. Michael holds the Series 65 (Fiduciary Investment Advisor) and Series 63 (Uniform Securities Agent State Law Exam) securities licenses and is also a licensed Life, Accident and Health insurance agent.
Outside of the office, Michael and his family are very involved in serving various non-profits with a focus on helping oppressed children and the homeless community. He also enjoys coaching youth sports and is an avid skier and golfer.