Certified Financial Planner
Current
Select Investment Services
Full service investment firm.
Jan 2022 - Present
AeroLeads people directory · profile
Michael Vidal, Cfp® Email & Phone Number
Principal, Select Insurance Services
at
Select Insurance Services
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Principal, Select Insurance Services
Location
Santa Barbara, California, United States
Company size
Who is Michael Vidal, Cfp®? Overview
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Quick answer
Michael Vidal, Cfp® is listed as Principal, Select Insurance Services at Select Insurance Services, a with 12 employees, based in Santa Barbara, California, United States. AeroLeads shows a matched LinkedIn profile for Michael Vidal, Cfp®.
Michael Vidal, Cfp® previously worked as Certified Financial Planner at Select Investment Services and Insurance Broker at Select Insurance Services. Michael Vidal, Cfp® holds Business Economics And Sociology, Economics from Ucsb.
Company email context
Email format at Select Insurance Services
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Select Insurance Services
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Profile bio
About Michael Vidal, Cfp®
We provide financial solutions to small businesses and for individuals/families. Helping clients protect, manage, grow and transition their wealth. There are four cornerstones of comprehensive wealth management that we work with; risk management, trust and fiduciary services, investment management, and banking. We leverage two platforms to help businesses and families with any financial need. Select Insurance Services is a brokerage agency that is contracted with dozens of insurance carriers to help clients with (1) business insurance, (2) employee benefits, and (3) all personal lines of insurance. Select Investment Services is a full service investment firm. Select Investment Services has the advisory, brokerage, and wealth management services that we can draw from.
Current workplace
Michael Vidal, Cfp®'s current company
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Select Insurance Services
Employees
12
AeroLeads page
7 roles
Michael Vidal, Cfp® work experience
A career timeline built from the work history available for this profile.
Insurance Broker
CurrentFull service insurance firm. Team of insurance brokers that specialize in all lines of insurance coverage. We work with dozens of insurance carriers to shop on behalf of our clients to find them the best rate with a quality carrier. Employee Benefits Business Insurance Personal lines
Jan 2022 - Present
Managing Partner
Cornerstone Insurance Services Llc
Risk management solutions for small businesses and families. We have a team of insurance agents that can help you with any insurance need from workers compensation and liability coverage to health and life coverage.
Nov 2012 - Jan 2022
Certified Financial Planner
Cornerstone Wealth Management Services
Comprehensive financial planning for families and small businesses.
Nov 2012 - Jan 2022
Board Member
Legal Aid Foundation has provided free legal assistance in critical civil matters. Our vision is to provide Equal Access to Justice for all; removing victims of domestic violence permanently from harm's way, preventing homelessness, helping seniors live with dignity and independence & providing a legal safety net for low income residence of Santa Barbara County. Our mission is to ensure equal and meaningful access to the civil justice system to Santa Barbara County residents living at or below the poverty level, those facing language or disability barriers, seniors and others living on fixed incomes such as Social Security, and victims of domestic violence and elder abuse. Our services range from the provision of legal information and advice to assistance with the preparation of legal documents and representation in court proceedings.
Mar 2009 - Oct 2021
Vice President, Community Banking District Manager
Responsible for all of community banking in the Santa Barbara area. Michael's territory went as far north as Lompoc and Buellton and as far south as Ojai. There was eight banks in the Santa Barbara District that made up 1.4 billion dollars in assets and over 100,000 monthly over-the-counter transactions. Michael managed over 140 team members and partnered with other business lines of Wells Fargo; including Home Mortgage, Commercial Banking, and the Private Bank.
Mar 2008 - Nov 2012
Store Manager
Jan 2004 - May 2008
2 education records
Michael Vidal, Cfp® education
Business Economics And Sociology, Economics
Certified Financial Planner Professional Education Program, College Of Financial Planning
FAQ
Frequently asked questions about Michael Vidal, Cfp®
Quick answers generated from the profile data available on this page.
What company does Michael Vidal, Cfp® work for?
Michael Vidal, Cfp® works for Select Insurance Services.
What is Michael Vidal, Cfp®'s role at Select Insurance Services?
Michael Vidal, Cfp® is listed as Principal, Select Insurance Services at Select Insurance Services.
Where is Michael Vidal, Cfp® based?
Michael Vidal, Cfp® is based in Santa Barbara, California, United States while working with Select Insurance Services.
What companies has Michael Vidal, Cfp® worked for?
Michael Vidal, Cfp® has worked for Select Investment Services, Select Insurance Services, Cornerstone Insurance Services Llc, Cornerstone Wealth Management Services, and Legal Aid Foundation Of Santa Barbara County.
How can I contact Michael Vidal, Cfp®?
You can use AeroLeads to view verified contact signals for Michael Vidal, Cfp® at Select Insurance Services, including work email, phone, and LinkedIn data when available.
What schools did Michael Vidal, Cfp® attend?
Michael Vidal, Cfp® holds Business Economics And Sociology, Economics from Ucsb.
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