Michael Janis
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Michael Janis Email & Phone Number

Senior Vice President, Wealth Advisor at SteelPeak Wealth
Location: Los Angeles, California, United States 7 work roles 2 schools
1 work email found @bakertilly.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@bakertilly.com
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Current company
SteelPeak Wealth
Role
Senior Vice President, Wealth Advisor
Location
Los Angeles, California, United States
Company size
24 employees

Who is Michael Janis? Overview

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Quick answer

Michael Janis is listed as Senior Vice President, Wealth Advisor at SteelPeak Wealth, a company with 24 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at bakertilly.com and a matched LinkedIn profile for Michael Janis.

Michael Janis previously worked as Director, Wealth Management at Baker Tilly Us and Principal, Wealth Management at Squar Milner. Michael Janis holds Business, Marketing & Finance from California State University, Long Beach.

Company email context

Email format at SteelPeak Wealth

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{first}.{last}@bakertilly.com
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Profile bio

About Michael Janis

Helping clients plan for their goals, prepare for the unexpected, and reduce taxes.I work with high-net-worth individuals, business owners, real estate investors, and highly compensated employees, especially those with significant company stock holdings. My approach emphasizes client-focused, customized financial planning and asset management, incorporating a holistic view that spans estate planning, legacy planning, retirement income, charitable giving, insurance, traded markets, and real estate.With deep expertise in tax-efficient asset management, I specialize in assisting clients through key transitions—whether it's retirement, selling a business or large asset, navigating job changes, or starting a business. I also focus on managing large capital gains, providing comprehensive tax deferral and mitigation strategies to maximize wealth retention.I have extensive experience with 1031 exchanges, including sourcing up-leg replacement properties, and helping clients exit highly appreciated assets with minimal tax impact.Services & Capabilities:-Fiduciary Advisor-Financial Planning & Portfolio Management-Real Estate & Tax-Efficient Investing-1031 Exchange Up-Leg Sourcing-Qualified Opportunity Zone (QOZ) Funds-Insurance & Retirement Income Planning-Legacy & Estate Planning-Liquidity Events & Business/Asset Sales-Corporate Stock Plans & Concentrated Stock Positions-Solutions for Concentrated & Highly-Appreciated Stock Positions-Options Strategies for Growth, Income, Diversification, and Liquidity-Alternative Investments

Listed skills include Alternative Investments, Income Property, Registered Investment Advisor, Energy Investments, and 15 others.

Current workplace

Michael Janis's current company

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SteelPeak Wealth
Steelpeak Wealth
Senior Vice President, Wealth Advisor
woodland hills, california, united states
Website
spwm.com
Employees
24
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Company profile
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7 roles · 31 years

Michael Janis work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Wealth Advisor

Current
Steelpeak Wealth

Los Angeles

  • 30 years of business, real estate, financial and wealth advisory experience. Clients include high-net-worth families, high-compensation individuals, corporate officers and business owners as well as businesses.
  • Provides comprehensive portfolio design, management and financial planning
  • Employs a strategic, critical-thinking approach to help clients and businesses develop a plan to reach their goals and prepare for the unexpected
  • Serves clients consultatively in navigating the tax issues of existing, highly-appreciated assets by recommending comprehensive tax deferral and mitigation strategies
  • Helps clients plan the accumulation and distribution of their assets to secure lifetime income while minimizing expenses
  • Specializes in real estate financial planning, with particular experience executing tax-deferred 1031 exchanges, qualified opportunity zone investing, partnerships and alternative investments.
Jan 2024 - Present

Director, Wealth Management

Baker Tilly Us

Los Angeles, California, United States

(Squar Milner merged with Baker Tilly)

Nov 2020 - Jan 2024

Principal, Wealth Management

Squar Milner

Los Angeles, California, United States

(Squar Milner merged with Baker Tilly)

Sep 2019 - Nov 2020

Financial Advisor

Independent

Financial Advisor Services. Investment, Retirement & Planning Strategies.

Mar 2006 - Sep 2019

Investment Advisor

Commercial Real Estate
Jun 2003 - Mar 2006

Account Management

Deutsch La

Los Angeles, California, United States

2001 - 2003 ~2 yrs

Account Management

Tbwa\Chiat\Day

Venice Beach, CA

1995 - 2001 ~6 yrs
Team & coworkers

Colleagues at SteelPeak Wealth

Other employees you can reach at spwm.com. View company contacts for 24 employees →

JC James Cotton James Cotton Colleague at Steelpeak WealthLos Angeles, California, United States, United States View → CE Cecilia Escobar Cecilia Escobar Colleague at Steelpeak WealthLos Angeles Metropolitan Area, United States View → KZ Kim Zajic Kim Zajic Colleague at Steelpeak WealthLos Angeles County, California, United States, United States View → BF Brendan Finneran Brendan Finneran Colleague at Steelpeak WealthSanta Barbara County, California, United States, United States View → RL Roger Lopez Roger Lopez Colleague at Steelpeak WealthLos Angeles, California, United States, United States View → JC James Cordle James Cordle Colleague at Steelpeak WealthLos Angeles County, California, United States, United States View → EC Eric Chamberlain, Ma Eric Chamberlain, Ma Colleague at Steelpeak WealthLos Angeles, California, United States, United States View → LG Leonard Green Leonard Green Colleague at Steelpeak WealthLos Angeles, California, United States, United States View → RP Rina Pineda, Cpa, Mst Rina Pineda, Cpa, Mst Colleague at Steelpeak WealthLas Vegas Metropolitan Area, United States View → MK Mark Koellner, Cfp®, Crpc® Mark Koellner, Cfp®, Crpc® Colleague at Steelpeak WealthDallas, Texas, United States, United States View →
2 education records

Michael Janis education

A.A.A.A. Institute Of Advanced Advertising Studies

Loyola Marymount University

Activities and Societies: Six month certificate program sponsored by the American Association of Advertising Agencies and Loyola Marymount.

FAQ

Frequently asked questions about Michael Janis

Quick answers generated from the profile data available on this page.

What company does Michael Janis work for?

Michael Janis works for SteelPeak Wealth.

What is Michael Janis's role at SteelPeak Wealth?

Michael Janis is listed as Senior Vice President, Wealth Advisor at SteelPeak Wealth.

What is Michael Janis's email address?

AeroLeads has found 1 work email signal at @bakertilly.com for Michael Janis at SteelPeak Wealth.

Where is Michael Janis based?

Michael Janis is based in Los Angeles, California, United States while working with SteelPeak Wealth.

What companies has Michael Janis worked for?

Michael Janis has worked for Steelpeak Wealth, Baker Tilly Us, Squar Milner, Independent, and Commercial Real Estate.

Who are Michael Janis's colleagues at SteelPeak Wealth?

Michael Janis's colleagues at SteelPeak Wealth include James Cotton, Cecilia Escobar, Kim Zajic, Brendan Finneran, and Roger Lopez.

How can I contact Michael Janis?

You can use AeroLeads to view verified contact signals for Michael Janis at SteelPeak Wealth, including work email, phone, and LinkedIn data when available.

What schools did Michael Janis attend?

Michael Janis holds Business, Marketing & Finance from California State University, Long Beach.

What skills is Michael Janis known for?

Michael Janis is listed with skills including Alternative Investments, Income Property, Registered Investment Advisor, Energy Investments, Iras, Passive Income, Guaranteed Lifetime Income, and 401K.

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