Michael Puente Email & Phone Number

Many investors are overwhelmed with the thought of trying to figure out how and where they should be investing in today's ever-changing markets.What I do is to help eliminate the clutter and help them focus on what matters to them.Together, we will create an investment plan by determining your financial and investment goals and selecting investments based on your individual risk parameters, time horizons, and other important factors. I will help you review your investment portfolio's performance over time to help ensure adherence to your objectives, risk tolerance, and investment goals.As a Financial Advisor since 1991, I have been helping clients pursue their retirement dreams.Established in 1890, Stifel has grown to one of the nation's most respected financial services firms. Stifel's philosophy on investing is based on more than a 130-year tradition of trust, understanding, and solid, studied advice. At Stifel, the clients' needs come first.Specialties: Wealth Management StrategiesInvestment Portfolio Construction Asset AllocationRetirement Income Strategies401(k) AccountsTraditional IRAsRoth IRAsSEP IRAsEstate Planning StrategiesInsurance ReviewsCalifornia Insurance License Number OA99914Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.