Michael Kish Email & Phone Number
Partner and Financial Planner @ Oakwood Wealth Partners
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Michael Kish Location
- Irvine, CA, US
Michael Kish Work
- 2010 -now Partner and Financial Planner @
- 2024 -now Financial Planner @ Osaic
- 2010 -2024 Financial Planner @ Lincoln Financial Advisors
Michael Kish Education
- California State University-Long Beach
Bachelor's Degree (Investments and Securities; Economics)
Michael Kish Skills
- Investments
- Insurance
- Financial Planning
- Wealth Management
- Asset Management
- Securities
- Alternative Investments
- Series 7
- Asset Allocation
- Estate Planning
- Mutual Funds
- Financial Modeling
- Retirement Planning
- Long Term Care Insurance
- Holistic Financial Planning
- Tax Reduction
Michael Kish Summary
- Michael Kish, based in Irvine, CA, US, is currently a Partner and Financial Planner at Oakwood Wealth Partners. Michael Kish brings experience from previous roles at Osaic and Lincoln Financial Advisors. Michael Kish holds a Bachelor's Degree in Investments and Securities; Economics @ California State University-Long Beach. With a robust skill set that includes Investments, Insurance, Financial Planning, Wealth Management, Asset Management and more. Michael Kish has 1 emails and 2 mobile phone numbers on RocketReach.
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