Mike enjoys helping clients find their balance of financial objectives and personal aspirations. He believes effective financial planning can enable clients to feel personally fulfilled by helping them pursue their goals and passions. Mike is dedicated to his clients and develops lasting relationships with them, appreciating the great value they bring to each other’s lives.
As a CERTIFIED FINANCIAL PLANNER™ professional, Mike follows a fiduciary standard throughout the financial planning engagement, providing comprehensive financial planning and solutions for individuals, families, and business owners. He is passionate about gaining a thorough understanding of what is important to each client so that he can develop customized strategies to help them achieve their goals.
Mike and the other team members at Silversage work closely together and follow an established process to help provide a personalized approach for each of their clients and their unique situations. He also partners with other professionals such as CPAs and attorneys to provide an integrated financial plan that encompasses estate planning, tax planning, insurance planning, retirement income planning and investment planning.
At a young age, Mike learned the importance of financial planning and goal setting. During college he founded, owned, and managed his own services company. He earned his Bachelor of Arts degree from San Diego State University. Prior to joining Silversage Advisors, Mike worked as a financial advisor at Edward Jones.
Outside of work, Mike enjoys spending time with his wife, two daughters, family and friends. Whether working out, hiking, surfing or cycling, he enjoys being outdoors and any activity that involves the ocean.
To schedule a complimentary meeting with Michael Campbell, CFP®, CLICK HERE or call 949-223-5175.