Michael Budd Email & Phone Number

With more than 40 years experience in the financial services industry, Michael Budd is dedicated to helping clients meet their financial needs and goals. Mike’s focus is on assisting families around the country in the establishment, implementation and review/evaluation of their investment plans.Mike is a graduate of California State University, Fresno with a Bachelor’s degree in Business Administration. He entered the financial services industry in 1981 as an advisor with Drexel Burnham Lambert’s office in Fresno. In 1988, he earned the CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning. In 2016, in collaboration with 5 other experienced financial advisors, he established the independent investment advisory company/practice, Encore Investment Advisors.Mike was a member of the California Air National Guard, joining as a jet engine mechanic in 1970. In 1973, he was selected to attend USAF Pilot training and in 1974 returned to Fresno as a pilot in in the 194th Fighter Squadron. He retired from military service in 1993 with the rank of Lieutenant Colonel.As a Financial Advisor, Mike’s goal is to establish a long-term, personal relationship with his clients, through ongoing discussion, and development, of client’s goals and objectives. Timely reports and communication with them is essential to this process and is an integral part of his practice.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of AZ, CA, CO, ID, IL, KS, MT, NV, OR, TX, AND WA.CA Insurance Producer License Number 0A77842Resident State: California

Listed skills include Wealth Management, Banking, Credit, Portfolio Management, and 20 others.

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  California State University, Fresno

  Business Administration