Mike Haddad Email & Phone Number
Managing Director @ Blue Trust
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Mike Haddad Location
- Irvine, CA, US
Mike Haddad Work
- Managing Director @ (June 2000 - Present)
- Member, Board Of Directors @ (November 2019 - March 2023)
- Member, Board Of Directors @ (September 2016 - September 2022)
Mike Haddad Education
- UC Irvine
Certificate (Personal Financial Planning)
1998-2000 - California State University, Fullerton
BA (Criminology)
1994-1997
Mike Haddad Skills
- Wealth Management
- Investment Management
- Multi-generational wealth transfer
- Financial Planning
- Multi-generational Planning
- Estate Planning
- Retirement Planning
- Succession Planning
- Personal Tax Planning
- Multi Generational
- Multi Generational Planning
- Multi Generational Wealth Transfer
Mike Haddad Summary
- Mike Haddad, based in Irvine, CA, US, is currently a Managing Director at Blue Trust. Mike Haddad brings experience from previous roles at Pro Deo Foundation and Olive Crest - Strong Families, Safe Kids. Mike Haddad holds a 1998 - 2000 Certificate in Personal Financial Planning @ UC Irvine. With a robust skill set that includes Wealth Management, Investment Management, Multi-generational wealth transfer, Financial Planning, Multi-generational Planning and more. Mike Haddad has 3 emails and 1 mobile phone numbers on RocketReach.
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