Secretary
Michael is a Wealth Manager and Partner at Capital Planning Advisors, a Roseville, California-based Wealth Management firm that manages more than $1 Billion in assets. Additionally, he’s an attorney with a business, tax, estate planning, and real estate background, with approximately 25 years of managing complex wealth strategies on behalf of closely-held and family-owned companies, and high net worth individuals.
A licensed CPA (inactive), Michael previously served as an accountant at Deloitte & Touche, LLP. As a former Associate Attorney with McDonough, Holland & Allen and founding Partner of HMS Law Group, LLP, he’s advised clients on real estate transactions, probate/estate planning, business and tax matters, and served as contract general counsel to small and medium-sized businesses.
As General Counsel for a $700M real estate company, Michael raised capital for, structured, and managed private real estate funds focused on acquiring and managing multi-family, commercial, office, and hotel properties. He’s also 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.
Outside of the office, Michael is a devoted husband of 26 years, 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 a Board Member of Eternal Christendom, he is also a Trustee of Lead Like Jesus, a Board Member of the William Jessup University Foundation, and has previously served on the Board of 3Strands Global.
Michael’s love for the Catholic Faith that he grew up in and lived out 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.
