AeroLeads people directory · profile
Michael Kamali, Mba, Chfc Email & Phone Number
CEO, Registered Fiduciary Investment Advisor, ChE, ChFC
at
California Financial Consulting
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
CEO, Registered Fiduciary Investment Advisor, ChE, ChFC
Location
Beverly Hills, California, United States
Company size
Who is Michael Kamali, Mba, Chfc? Overview
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Quick answer
Michael Kamali, Mba, Chfc is listed as CEO, Registered Fiduciary Investment Advisor, ChE, ChFC at California Financial Consulting, a company with 2 employees, based in Beverly Hills, California, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Michael Kamali, Mba, Chfc.
Michael Kamali, Mba, Chfc previously worked as Senior Private Client Banker and Assistant Vice President at Major Us Bank and Financial Advisor at Prudential Financial. Michael Kamali, Mba, Chfc holds Applied Data Science, Applied Data Science, Python, Ai, Machine Language, Data Analysis & Visualization, Generative Ai from Mit Xpro.
Company email context
Email format at California Financial Consulting
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*@morganstanley.com
68% confidence
AeroLeads found 1 current-domain work email signal for Michael Kamali, Mba, Chfc. Compare company email patterns before reaching out.
Profile bio
About Michael Kamali, Mba, Chfc
I am highly experienced and knowledgeable, with expertise inmacroeconomic analysis, macroeconomic modeling, and economicforecasting. I thrive on my extensive applied and analyticaleconomics and quantitative data analysis, mathematical andstatistical knowledge, and a deep understanding of the USeconomy to build solid reports capable of presenting to the highestentities. I excel in collecting, analyzing, evaluating, and presentingfinancial and economic modeling, macroeconomics, economictrends, and economic forecasting using economic indicators,including GNP, GDP, CPI, Federal Reserve open market operations,discount rates, fiscal policies, monetary policies, unemploymentrates, wages, inflation, national debt, interest rates, marketconditions, economic developments.
Listed skills include Commercial Insurance, Property And Casualty Insurance, Insurance, Life Insurance, and 8 others.
Current workplace
Michael Kamali, Mba, Chfc's current company
Company context helps verify the profile and gives searchers a useful next step.
California Financial Consulting
5 roles
Michael Kamali, Mba, Chfc work experience
A career timeline built from the work history available for this profile.
Senior Private Client Banker And Assistant Vice President
Current
Major Us Bank
Sep 2021 - Present
Financial Advisor
- Managed sales and marketing efforts of financial products and services, including market investments, annuities, life insurance, 529 plans, and more
- Collaborated with clients to establish personalized financial plans based on individualized investment goals, assets, and expenses
- Clients; $65 Million
- Executed business plan and identified target customers through phone and in-person interactions while providing basic inquiries and quotes
- Provided strategic investment advice,… Show more
- Provided strategic investment advice, facilitated client onboarding process and account setup, assisted with financial planning, conducted trades and transactions, and performed due diligence and valuation processes.
Apr 2021 - Aug 2021
Financial Advisor
- Led clients through entire investment process including asset and expenses overviews, long- and short-term investment goal setting.
- Developed custom financial strategies for clients to help them reach their long-term financial goals.
- Created and maintained comprehensive financial plans that analyzed client's investment allocation.
- Educated clients about the importance of diversification when investing across multiple asset classes.
- Established relationships with external… Show more
- Established relationships with external advisors such as attorneys, accountants or estate planners.
Sep 2018 - Mar 2021
Financial And Insurance Advisor
- Experienced in developing client relationships and identifying cross- sell opportunities.
- And developing personalized financial plans and wealth management strategies
- Conducted financial planning, research, and trading to help clients assess and achieve their financial goals.
- Facilitated onboarding process for new clients, including account setup and conducting due diligence and valuation processes.
- Delivered strategic investment advice to both individual and corporate… Show more
- Delivered strategic investment advice to both individual and corporate clients, working with them to understand the rationale and details of financial strategies.
May 2012 - Sep 2018
6 education records
Michael Kamali, Mba, Chfc education
Applied Data Science, Applied Data Science, Python, Ai, Machine Language, Data Analysis & Visualization, Generative Ai
Dba: Doctor Of Business Administration, Business Administration, Finance, Management And Operations
Mba, Business Information Systems
Bachelor Of Arts - Ba, Applied And Analytical Economics
Financial Planning, Financial Planning
Chartered Financial Consultant, Investments And Retirements
FAQ
Frequently asked questions about Michael Kamali, Mba, Chfc
Quick answers generated from the profile data available on this page.
What company does Michael Kamali, Mba, Chfc work for?
Michael Kamali, Mba, Chfc works for California Financial Consulting.
What is Michael Kamali, Mba, Chfc's role at California Financial Consulting?
Michael Kamali, Mba, Chfc is listed as CEO, Registered Fiduciary Investment Advisor, ChE, ChFC at California Financial Consulting.
What is Michael Kamali, Mba, Chfc's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Michael Kamali, Mba, Chfc at California Financial Consulting.
Where is Michael Kamali, Mba, Chfc based?
Michael Kamali, Mba, Chfc is based in Beverly Hills, California, United States while working with California Financial Consulting.
What companies has Michael Kamali, Mba, Chfc worked for?
Michael Kamali, Mba, Chfc has worked for California Financial Consulting, Major Us Bank, Prudential Financial, Morgan Stanley, and Sun Insurance And Financial.
How can I contact Michael Kamali, Mba, Chfc?
You can use AeroLeads to view verified contact signals for Michael Kamali, Mba, Chfc at California Financial Consulting, including work email, phone, and LinkedIn data when available.
What schools did Michael Kamali, Mba, Chfc attend?
Michael Kamali, Mba, Chfc holds Applied Data Science, Applied Data Science, Python, Ai, Machine Language, Data Analysis & Visualization, Generative Ai from Mit Xpro.
What skills is Michael Kamali, Mba, Chfc known for?
Michael Kamali, Mba, Chfc is listed with skills including Commercial Insurance, Property And Casualty Insurance, Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Professional Liability, and Umbrella Insurance.
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