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Our financial advice team


Mike Linzay, Financial Advisor serving the San Dimas, CA area - Ameriprise Advisors

Mike Linzay

Financial Advisor

Confluence Wealth Management Group
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Family Finances
  • Small Business
  • Estate Planning Strategies
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Education

  • BS, BM., University of Phoenix, 2000

Awards & recognition

  • Confluence Wealth Management Group, Forbes Best-In-State Wealth Management Teams, 2024

Previous experience

  • Morgan Stanley Smith, 2005-2015
  • Capital Group, 2000-2004

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • One and All Church Rancho Cucamonga
  • San Dimas Campus Financial Ministries

Interests

  • Listening to music
  • Playing golf
  • Bicycling