Michael Budd

Michael Budd Email and Phone Number

Senior Financial Advisor, Partner at Encore Investment Consultants @ Fresno, CA, US
Fresno, CA, US
Michael Budd's Location
Fresno, California, United States, United States
Michael Budd's Contact Details

Michael Budd personal email

n/a
About Michael Budd

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

Michael Budd's Current Company Details
Wells Fargo Advisors Financial Network

Wells Fargo Advisors Financial Network

Senior Financial Advisor, Partner at Encore Investment Consultants
Fresno, CA, US
Michael Budd Work Experience Details
  • Wells Fargo Advisors Financial Network
    Senior Financial Advisor, Partner At Encore Investment Consultants
    Wells Fargo Advisors Financial Network
    Fresno, Ca, Us
  • Wells Fargo Advisors Financial Network
    Partner, Senior Financial Advisor, At Encore Investment Consultants
    Wells Fargo Advisors Financial Network Aug 2016 - Present
    Fresno, California
    Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Encore Investment Consultants is a separate entity from WFAFN.
  • Morgan Stanley
    Senior Vice President, Financial Advisor
    Morgan Stanley Jan 2008 - Aug 2016
    Fresno, California
  • Wachovia Securities
    Senior Vice President, Financial Advisor
    Wachovia Securities Apr 1988 - Jan 2008
    Fresno, California
  • Paine Webber
    Financial Advisor
    Paine Webber Feb 1985 - Apr 1988
    Fresno, California
  • Drexel Burnham Lambert
    Financial Advisor
    Drexel Burnham Lambert Jan 1981 - Feb 1985
    Fresno, California

Michael Budd Skills

Wealth Management Banking Credit Portfolio Management Loans Mortgage Lending Investments Private Banking Commercial Banking Commercial Lending Credit Analysis Strategic Financial Planning Asset Management Retail Banking Asset Allocation Investment Advisory Series 7 Fixed Income Equities Mutual Funds Certified Financial Planner Financial Services Deferred Compensation Plans Retirement Planning

Michael Budd Education Details

Frequently Asked Questions about Michael Budd

What company does Michael Budd work for?

Michael Budd works for Wells Fargo Advisors Financial Network

What is Michael Budd's role at the current company?

Michael Budd's current role is Senior Financial Advisor, Partner at Encore Investment Consultants.

What is Michael Budd's email address?

Michael Budd's email address is mi****@****sec.com

What schools did Michael Budd attend?

Michael Budd attended California State University, Fresno.

What skills is Michael Budd known for?

Michael Budd has skills like Wealth Management, Banking, Credit, Portfolio Management, Loans, Mortgage Lending, Investments, Private Banking, Commercial Banking, Commercial Lending, Credit Analysis, Strategic Financial Planning.

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