Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.
Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.
1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
|Firm Start Year:||2005|
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||CA|
|Number of Years with Current Firm:||1|
Qualifications & Memberships
|Firm's Number of Clients:||9,480,515|
|Assets Managed by Firm:||$134,400,000,000|
Compensation and Fees
|Fee Structure:||I am a Fee-Based financial professional|
Joined Financial Engines in 2017. Began his career in the financial services industry in 1982.
Successfully completed the Series 4, 6, 7, 12, 24, 53, 63, and 65 examination(s) administered by FINRA.
Hometown is in Northeastern Pennsylvania, but has lived in San Jose for 10 years.
Married to Lynne for 36 years. They have one child: Ian who is studying to be a strength and conditioning coach for professional or college sports teams.
Michael enjoys weight training, taking care of his pets, and volunteering at the German Shepherd Rescue organization.