Michael is an LPL Financial Consultant at Blom & Associates. Michael attended Azusa Pacific University where he earned a Bachelor of Arts degree in Business Administration. He also holds a Masters of Business Administration (MBA) degree in Accounting from Liberty University. After spending the first several years of his career in the banking industry as a consumer loan officer and financial analyst for a commercial bank, Michael joined Blom & Associates in 2012.
His transition to financial planning was largely driven by his desire to make a genuine difference in the lives of other people by helping them make wise financial decisions for their future. Michael’s philosophy is rather simple: Financial planning is truly about planning for life, and the development of that plan is an ongoing process rather than a product. Michael is committed to developing great relationships with his clients so he can partner with them in developing a financial blueprint tailored to their unique economic needs and goals.
Michael maintains his Series 7 and 66 registrations with LPL Financial and holds his California life insurance license. He serves his clients in retirement planning (401k Rollovers, IRA’s, Roth IRA’s, and Company Retirement Plans), life insurance, and investment portfolio management with an emphasis in stocks, mutual funds, and exchange traded funds. Michael and his colleagues regularly work with senior citizens and their families regarding investment portfolio management, income distribution, life insurance, and succession and estate planning in conjunction with local attorneys and CPAs.
Michael is married to Jackie and is the father of two boys. Throughout the Modesto community, Michael is active in the Riverbank Rotary Club and regularly attends Shelter Cove Community Church where Michael serves as a volunteer musician and singer on the worship team and teaches Crown Financial classes.