Financial strategies that adapt to your evolving life
The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
CERTIFIED FINANCIAL PLANNER™ professional
Michael's business focuses on employees who have equity compensation. He helps them with all of their questions and decisions regarding their RSUs, Incentive Stock Options and Non Qualified Stock Options. Michael also helps small and medium sized businesses with their employee benefits packages, to include advising on their employer sponsored retirement plans. In addition, Michael helps families with comprehensive financial planning and investment management.
Michael Dooher is originally from Marin, CA and obtained his degree in Finance from San Diego State University. While at SDSU he was the VP of the Finance and Investment Society and founded the first student-ran investment fund. This is what really kick started his interest in entering the financial services industry. After starting his career with AXA Advisors in San Diego, Michael chose to move back to the Bay Area to be closer to his family and to continue his career in the financial services industry.
Since becoming a Financial Consultant in 2009, Michael has been aiding individuals and businesses in order to create a comprehensive financial plan that fits their personal needs. With his notable background in finance and the knowledge he has gained through his work, Michael excels at creating customized solutions to a variety of obstacles that his clients may experience. He pays attention to detail when meeting with clients, whether it be on the phone or face-to-face to provide them with a complete understanding of the financial services and products being offered.
CERTIFIED FINANCIAL PLANNER™ professional –CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.