Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Investments
  • Charitable Giving
  • Tax Planning Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • MBA

Education

  • University of California at Berkeley BA Economics 1989
  • Santa Clara University, MBA Finance 1992

Interests

When Mike isn't working he enjoys spending time with his wife and friends, golf, travelling, and being outdoors walking with his dog.

Community participation

I actively support the Peninsula Humane Society & SPCA in Burlingame, the Navy Seal Foundation, the Ronald McDonald House Charities at Stanford, and the Scottish Rite Language Center for children in San Francisco.

Awards & recognition

  • Ameriprise Circle of Success, 2021
  • The Abrams Private Wealth Management Group, Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2021
  • Forbes Top 250 Wealth Advisors, 2016-2020
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Financial Times 400 Top Financial Advisers, 2013-2020
  • Barron’s Top 1,000 Financial Advisors, 2012-2013
  • Barron’s Top 1,200 Financial Advisors, 2014-2020

Previous experience

  • Managing Director, Private Wealth Financial Advisor, Wells Fargo Advisors, 2011-2020
  • Managing Director, Senior Financial Advisor, Wells Fargo Investments, 2001-2011
  • Managing Director, Senior Financial Advisor, Wells Fargo Securities, 1999-2001
  • Sr. Vice President, Senior Financial Advisor, Citicorp Investment Services, 1998-1999
  • Vice President, Financial Advisor, WM Financial Services, 1998-1998

Honored to receive recognition

All of us at The Abrams Private Wealth Management Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire The Abrams Private Wealth Management Group team and the great experience we work so hard to provide for our clients every day.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.