Michael Dooher's Location
Walnut Creek, CA, US
Michael Dooher's Work
- CERTIFIED FINANCIAL PLANNER™ professional @ Equitable Advisors
- CERTIFIED FINANCIAL PLANNER™ professional @ AXA Advisors, LLC
- Financial Consultant @ AXA Advisors, LLC
- Co-founder, general partner, financial analyst @ Montezuma Money Management
- Marketing Assistant @ A.G. Edwards & Sons, Inc.
- Assistant Project Manager @ Lendlease
Michael Dooher's Education
- San Diego State University-California State University
BS (Finance)
2003 - 2007 - Redwood High School, TUHSD
Michael Dooher's Skills
- 401k Distribution
- Estate Planning
- Business Succession
- Financial Strategies
- Executive Benefits Planning
- Executive Benefits
- Retirement Planning
- Financial Planning
- Tax Deferred Investment Planning
- Financial Planning Iar
Michael Dooher's Summary
Michael Dooher, based in Walnut Creek, CA, US, is currently a CERTIFIED FINANCIAL PLANNER™ professional at Equitable Advisors, bringing experience from previous roles at AXA Advisors, LLC, Montezuma Money Management and A.G. Edwards & Sons, Inc.. Michael Dooher holds a 2003 - 2007 BS in Finance @ San Diego State University-California State University. With a robust skill set that includes 401k Distribution, Estate Planning, Business Succession, Financial Strategies, Executive Benefits Planning and more, Michael Dooher contributes valuable insights to the industry. Michael Dooher has 2 emails and 2 mobile phone numbers on RocketReach.
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