With over 11 years of experience as a financial advisor, Michael is a trusted partner for his clients at Tremblay Financial Services, an independently-owned company that offers a wide range of financial solutions. He holds the Series 7 and 66 licenses, as well as an insurance license from the CA Department of Insurance.Michael's core competencies include new business development, financial planning, and investments, with a special focus on estate planning and wealth transfer. He is passionate about being the first point of contact for all of his clients' financial decisions, not just retirement planning. He also strives to help his clients avoid the common pitfalls of inheriting an estate in disarray, by creating detailed and tax-efficient plans that maximize their legacy and wealth. Michael's mission is to help his clients achieve a financial peace of mind that reflects their hopes and dreams.
Listed skills include Retirement Planning, Business Development, Life Insurance, 401K Rollovers, and 21 others.