We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
Michael Ma, ChFC, CFP®, MSFS
While in high school, I helped customers install floppy disc drives, hard drives, and upgrade their RAM at a "do-it-yourself" computer store.
I spent some time as the public address announcer for the Cal Women's Gymnastics team, the Cal Softball team, and the Oakland Banshees, a professional women's tackle football team.
I've dislocated my left shoulder four times -- once while snowboarding, once more playing intramural basketball, playing slow pitch softball, and while lying on the ground watching TV. It’s been surgically repaired.
Ten shares of American Express stock that I received as part of a 401k net unrealized appreciation (NUA) rollover distribution. I ended up donating those shares to my local library.
My grandfather, who passed away in 2010 at the age of 100, always told me, "Never stop learning. Money may come and go, but knowledge is forever."
About Michael
- Objective: Michael's goal is to offer his clients an innovative and independent wealth management solution with the highest standard of care in the industry.
- Snapshot: As a Certified Financial Planner™ practitioner (CFP®) and a Chartered Financial Consultant® (ChFC®) with more than 14 years of experience, Michael advises individuals, families, and small business owners on comprehensive financial matters and helps them prepare for the “certainty of uncertainty” around taxes, investments, and risk management.
Experience
- Owner & Operator, Financial Advisor, independent franchise, Ameriprise Financial Services, Inc., Redwood Shores, CA
- District Manager, Ameriprise Financial Services, Inc. (formerly American Express Financial Advisors), Walnut Creek, CA
Education
- University of California, Berkeley, BA, Legal Studies
Affiliations & Boards
- Certified Financial Planner™ practitioner (CFP®)
- Chartered Financial Consultant™ (ChFC®)
- Former President, Financial Planning Association of San Francisco
