Mike has more than 30 years of experience in personal financial planning for executives and other high-net-worth individuals. His experience has been dedicated to designing and implementing investment and financial strategies for high-net-worth clients.
Prior to joining Baker Street Advisors, LLC, Mike spent five years at myCFO as Managing Director for the San Francisco office. Additionally, Mike led the personal Finance Specialist Group and Asset Management Consulting Practice at Pricewaterhouse Coopers in San Francisco, where he oversaw a practice focused on founders and top executives of rapidly growing corporations, assisting them with all aspects of their complex financial lives. He also served as a member of the firm’s National Investment Advisory Board.
Mike is a Certified Public Accountant and a Chartered Financial Analyst. He holds a B.S. in Accounting from San Francisco State University.
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