Michael Oehler Email & Phone Number
Senior Vice President, Wealth Strategist @ Baird
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Michael Oehler Location
- Roseville, CA, US
Michael Oehler Work
- 2022 -now Senior Vice President, Wealth Strategist @
- 2021 -2022 Senior Vice President, Senior Estate Planner @
- 2016 -2021 Senior Vice President, Senior Wealth Planning Strategist @
- 2015 -2016 Vice President, Wealth Planning Strategist @
- 2014 -2015 Vice President, Senior Wealth Planner @
- 2012 -2014 Vice President, Senior Trust Officer and Wealth Planner @
- 2010 -2012 Vice President, Wealth Planning Strategist @
- 2008 -2009 Vice President, Senior Wealth Management Specialist @
- 2000 -2008 Vice President, Wealth Planning Strategist @
- 1999 -2000 Associate Attorney @ Burr & Associates
Michael Oehler Education
- University of Washington School of Law
Master of Laws in Taxation (LL.M.) (Estate Planning and Taxation of Income, Estates, Gifts, Partnerships and Nonprofit Organizations)
1998-1999 - University of Utah S.J. Quinney College of Law
Juris Doctor (Law -- focus on Business Law, Taxation, Estate Planning)
1995-1998 - Brigham Young University
Bachelor of Arts (Honors Humanities, Emphasis in English)
1987-1993
Michael Oehler Skills
- Wealth Management
- Financial Planning
- Estate Planning
- Trusts
- Financial Modeling
- Financial Analysis
- Cash Flow
- Strategic Planning
- Budgeting
- Probate
- Business Planning
- Risk Management
- Spanish
- Westlaw
- Excel
- Research
- Strategic Financial Planning
- Wealth
- Banking
- Investment Management
- Finance
- Marketing
- Relationship Management
- Estate Tax Planning
- Wealth Management Services
- Microsoft Excel
- Budgets
- Tax Law
- Investments
- High Net Worth Individuals
- Asset Allocation
- Litigation
- Planning
- Wealth Preservation Planning
- Portfolio Management
- Legal Writing
- Microsoft Office
- Training
- Project Planning
Michael Oehler Summary
- Michael Oehler, based in Roseville, CA, US, is currently a Senior Vice President, Wealth Strategist at Baird. Michael Oehler brings experience from previous roles at Baird and Wells Fargo. Michael Oehler holds a 1998 - 1999 Master of Laws in Taxation (LL.M.) in Estate Planning and Taxation of Income, Estates, Gifts, Partnerships and Nonprofit Organizations @ University of Washington School of Law. With a robust skill set that includes Wealth Management, Financial Planning, Estate Planning, Trusts, Financial Modeling and more. Michael Oehler has 2 emails and 3 mobile phone numbers on RocketReach.
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