Portfolio Manager / Director of Research
Mike began his investment career in 1992. He worked with Smith Barney’s consulting services division prior to joining Pacific Wealth Management®. As portfolio manager and director of research, Mike is responsible for Pacific Wealth Management’s client portfolio management and investment research.
Mike earned a bachelor’s degree in economics from San Diego State University in 1990, and a Chartered Retirement Plans Specialist designation from the College for Financial Planning in 2006. Mike has passed the FINRA (formerly NASD) Series 7, 63 and 65 financial services examinations, and holds a Life and Disability insurance license from the State of California.