Michael King Email & Phone Number
Financial Planner @ Morling Financial Advisors
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Michael King Location
- Danville, CA, US
Michael King Work
- 2025 -now Financial Planner @
- 2023 -2025 Financial Advisor @
- 2022 -2023 Associate Advisor @
- 2020 -2021 VP, Business Solutions and Support Management @
- 2007 -2020 User Support Analyst @ Alan King and Company
Michael King Education
- California Polytechnic State University-San Luis Obispo
BS (Business Administration)
2002-2007
Michael King Skills
- Presentations
- Retirement Planning
- Investment Management
- Research Skills
- Business Development
- Relationship Building
- Wealth Management Services
- Investment Planning
- Presentation Skills
- Problem Solving
- Investments
- Business
- Customer Relationship Management (CRM)
- Interpersonal Skills
- Teamwork
- Investment Strategies
- Helping Clients
- Financial Goals
- Financial Advisory
- Estate Planning
- ERP
- Financial Analysis
- Forecasting
- Finance
- Strategic Planning
- Financial Modeling
- Sales
- Microsoft Office
- Credit
- Microsoft Word
- Project Management
- Loans
Michael King Summary
- Michael King, based in Danville, CA, US, is currently a Financial Planner at Morling Financial Advisors. Michael King brings experience from previous roles at Morling Financial Advisors, SitusAMC and Alan King and Company. Michael King holds a 2002 - 2007 BS in Business Administration @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Presentations, Retirement Planning, Investment Management, Research Skills, Business Development and more. Michael King has 2 emails and 1 mobile phone numbers on RocketReach.
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