Michael Gonzales (Finance Specialist) / Financial Advisor in San Diego, California

I am a person, not a company. What this means is that I look to help you, personally! I am not a 1-800 number, you will always get real life advice based on your situation. I look at the real underlying issues that surround people and their personal situationstatement before advising any product or agreement.

You are my focus. I seek to serve in an uncommon unconditional manner in which you will always be represented professionally and with your interests first!

My difference is me! I focus on helping clients get what they are truly looking for, and help translate the financial world into easy to understand and simple steps.

I focus on EDUCATION! You are the best and most qualified person to make decisions, therefore I believe in educating YOU on what matters and can help you the most, so that YOU can make the decision.

Our relationship MATTERS. Working together is a success, not a dollar amount. Money comes and goes, but a strong professional relation brings trust and loyalty, but more importantly, someone you can count on throughout the years. Not a one time deal with no contact!

I look forward and am grateful to my clients, how can I help You?

Specialties

401K Consulting 401k Rollover 403B Plans Annuities & Life Insurance Asset Protection Business Planning College Planning Comprehensive Financial Planning Debt Debt Management Emergency Savings Entrepreneur Family Financial Planning Fiduciary Financial Planning Financial Planning Advice And Services Independent Investment Advisor IRA Long-Term Retirement Long-term Saving Middle Income Money Much More New Accounts New To Finance Pension Plan Design & Management Professional Wealth Management Retirement Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Saving Sustainability Wealth Management