Wealth Manager, Husband, Father, Fisher of Men
Michael is a Wealth Manager from Capital Planning Advisors, a Northern California-based Wealth Management firm that manages approximately $1.5 billion in assets. Michael also served clients as an attorney and CPA with business, tax, estate planning, and real estate experience, and collectively spent more than 25 years managing complex wealth strategies on behalf of closely-held and family-owned companies, and high net worth individuals.
Michael’s career also included serving as General Counsel for a $700 million real estate company, where he also raised capital for, structured, and managed private real estate funds focused on acquiring and managing multi-family, commercial, office, and hotel properties. He has worked in and with several start-up operations as a Fund Manager and been engaged as a consultant on several businesses and real estate ventures.
Michael earned his Bachelor of Science Degree in Business from Cal Poly, San Luis Obispo, and his Juris Doctor degree from the McGeorge School of Law at the University of the Pacific with a Tax Concentration. He holds the Series 65 (Fiduciary Investment Advisor) and Series 63 (Uniform Securities Agent State Law Exam) securities licenses, and is also a licensed Life, Accident, and Health insurance agent.
More important than the work he did during his career, Michael is a devoted husband of 28 years (as of early 2026), and father to three beloved children. His family has been very involved in serving various non-profits with a focus on sharing the love of Jesus Christ through the ministries they support. In addition to serving as an Advisory Board Member of Eternal Christendom, he is also a Trustee of Lead Like Jesus, Advisory Board Member of the American Council, and previously served on the Board of 3Strands Global, fighting human trafficking.
Michael’s love for the Catholic Faith that he grew up in for 35 years was renewed in 2019 after an 11-year detour through Protestantism. He is passionate about sharing and teaching the Catholic Faith with those he cares about and are open to learning more. Evangelism and discipleship are at the core of the ministries he and Susana are involved in and continue to invest their resources.