Michael Pash (AIF®, CFP®, MBA)
Michael Pash focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Mike has been assisting families with personal financial planning since 1995. Mike is a MBA graduate from Pepperdine University, and successfully earned the CFP® certification in 2003 after completing the educational course requirement at UC Irvine.
Mike’s experience includes three years as an Investment Advisor with a leading Wall Street investment firm, and most recently 12 years as President of his own private wealth management firm in Irvine, CA.
Mike believes that investment and financial planning is much more than pie charts and investment products. Designing a personal financial plan to address the issues and concerns unique to your family is critical to achieving long term “Financial Peace of Mind”.
An advocate for financial education, Mike is a certified instructor, teaching Retirement Planning strategies at Orange Coast College in Costa Mesa, CA.
Mike enjoys being active in the community, having served on non-profit boards and volunteered as a little league baseball manager for many years in Orange County. Mike, his wife Olivia and two puppies reside in Newport Beach, CA
Additional Information
As a Fee-Only registered investment advisor, Pure Financial Advisors is compensated by the client as a fiduciary and takes no other compensation from any other source. Fee-Only is generally considered by the financial services industry as having less conflict of interest than commissioned advisors. Our advisors are salaried-only and we believe that this arrangement further reduces conflict of interest to a level lower than Fee-Only.
NAPFA Start Date
January 19, 2012
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