Michael Mcquilkin, Cfp®

Michael Mcquilkin, Cfp® Email and Phone Number

Partner/Senior PIM Portfolio Manager at Gomberg/McQuilkin Wealth Management Group @
Michael Mcquilkin, Cfp®'s Location
Orange County, California, United States, United States
Michael Mcquilkin, Cfp®'s Contact Details

Michael Mcquilkin, Cfp® work email

Michael Mcquilkin, Cfp® personal email

n/a
About Michael Mcquilkin, Cfp®

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals, My mission is to provide objective and timely financial advise and guidance - with the highest level of professional service - in building and preserving wealth for my clients.This information is intended for use by residents of AL, AZ, CA, CO, CT, FL, GA, HI, IL, LA, MA, MI, MS, NE, NV, OH, OR, PA, SC, TX, UT, WA, and WI only.CA Insurance License Number 0B80680./*********/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. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Michael Mcquilkin, Cfp®'s Current Company Details
Gomberg / McQuilkin Wealth Management Group

Gomberg / Mcquilkin Wealth Management Group

Partner/Senior PIM Portfolio Manager at Gomberg/McQuilkin Wealth Management Group
Michael Mcquilkin, Cfp® Work Experience Details
  • Gomberg / Mcquilkin Wealth Management Group
    Partner
    Gomberg / Mcquilkin Wealth Management Group May 2019 - Present
    Orange California
  • Gomberg / Mcquilkin Wealth Management Group Of Wells Fargo Advisors
    Senior Vice President-Investments/Senior Pim Portfolio Manager
    Gomberg / Mcquilkin Wealth Management Group Of Wells Fargo Advisors Oct 2007 - May 2019
    Orange, California
  • Smith Barney
    First Vice President-Investments, Financial Planning Specialist
    Smith Barney Mar 2001 - Sep 2007
    Orange, California
  • Merrill Lynch
    Senior Financial Consultant
    Merrill Lynch Jan 1996 - Mar 2001
    Costa Mesa, California
  • Hbla Certified Public Accountants, Inc.
    Tax Principal
    Hbla Certified Public Accountants, Inc. 1987 - 1995
    Irvine, California
  • Squar & Clarke, Cpas., Inc.
    Senior Accountant
    Squar & Clarke, Cpas., Inc. 1983 - 1986
    Irvine, California

Michael Mcquilkin, Cfp® Skills

Finance Retirement Planning Investments Mutual Funds Financial Advisory Insurance Financial Analysis Budgets Financial Services Risk Management Financial Modeling Retirement Small Business Strategic Planning Estate Planning Strategies Investment Strategies

Michael Mcquilkin, Cfp® Education Details

Frequently Asked Questions about Michael Mcquilkin, Cfp®

What company does Michael Mcquilkin, Cfp® work for?

Michael Mcquilkin, Cfp® works for Gomberg / Mcquilkin Wealth Management Group

What is Michael Mcquilkin, Cfp®'s role at the current company?

Michael Mcquilkin, Cfp®'s current role is Partner/Senior PIM Portfolio Manager at Gomberg/McQuilkin Wealth Management Group.

What is Michael Mcquilkin, Cfp®'s email address?

Michael Mcquilkin, Cfp®'s email address is mi****@****ors.com

What schools did Michael Mcquilkin, Cfp® attend?

Michael Mcquilkin, Cfp® attended Golden Gate University, College For Financial Planning, California State University, Fullerton.

What skills is Michael Mcquilkin, Cfp® known for?

Michael Mcquilkin, Cfp® has skills like Finance, Retirement Planning, Investments, Mutual Funds, Financial Advisory, Insurance, Financial Analysis, Budgets, Financial Services, Risk Management, Financial Modeling, Retirement.

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