Our team’s mission is to support individuals and businesses to build, protect, and preserve their net worth.
What We Do for Our Clients
Michael and his team firmly believe in objectivity and providing the appropriate solutions for their clients. We operate in an “open architecture” where there are no proprietary requirements.
Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation.
Michael G. Tate (Mike) has been in the financial services industry for twenty-eight years. He is a graduate of the University of California, Berkeley and holds postgraduate degrees from Indiana University Bloomington. Mike began his career with Cigna Financial Services, San Francisco, CA in 1986; his practice specializes in retirement design, portfolio management, estate planning and wealth transfer. Mike is very active in community service with an emphasis on educational outreach; he has served as mentor to the Eastside Academy, Palo Alto, CA and plans to continue his support for college bound youth programs in the Bay Area.
FINRA CRD #1349111
California Insurance License #0B01142
Tracking #1145710 DOFU 03-2015