Michael Cfpaif Email & Phone Number
Partner and Wealth Advisor @ Octavia Wealth Advisors
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Michael Cfpaif Location
- San Diego, CA, US
Michael Cfpaif Work
- Partner and Wealth Advisor @ (June 2020 - Present)
- Financial Consultant CA Insurance License# 0E54363 @ AXA Advisors, LLC (September 2004 - June 2020)
Michael Cfpaif Education
- UC Santa Barbara
Bachelor of Arts - BA (Economics)
1997-2001
Michael Cfpaif Skills
- Wealth Management
- Investment Services
- Business Succession Planning
- Estate Planning Strategies
- Retirement Planning Services
- Insurance Planning
- Insurance Services
Michael Cfpaif Summary
- Michael Cfpaif, based in San Diego, CA, US, is currently a Partner and Wealth Advisor at Octavia Wealth Advisors. Michael Cfpaif brings experience from previous roles at AXA Advisors, LLC. Michael Cfpaif holds a 1997 - 2001 Bachelor of Arts - BA in Economics @ UC Santa Barbara. With a robust skill set that includes Wealth Management, Investment Services, Business Succession Planning, Estate Planning Strategies, Retirement Planning Services and more. Michael Cfpaif has 1 emails and 1 mobile phone numbers on RocketReach.
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