I work on a team that provides concierge financial services across our clients' personal and business needs, including asset management, planning, and banking solutions to executives, professionals, business owners, and wealthy families.
(310)858-4601
9560 Wilshire Blvd Beverly Hills, CA 90212-2430 -
MAP
I strive to provide an exceptional level of client care and a disciplined approach to pursue each client’s goals with the highest level of professionalism and integrity.
In addition to investment advice and guidance, Michael leverages the broad range of resources and solutions available through the Merrill Lynch/Bank of America platform, including retirement and estate planning, banking and business services, credit and lending, and insurance. He works closely with the clients’ other advisors and professionals: attorneys, CPAs, and tax specialists.
Michael and his team work with executives and professionals, business owners, wealthy families, retirees, and foundations.
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Charities
Westside Family Health Ctr, Mesivta of Greater LA, The Guardians
