Managing Director | Wealth Manager
Current
Jul 2020 - Present
AeroLeads people directory · profile
Michael Mcdaid, Cfp® Email & Phone Number
Managing Director | Wealth Manager | CERTIFIED FINANCIAL PLANNER™
at
RetirementDNA
1 work email found
@retirementdna.com
3 phones found area 949
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director | Wealth Manager | CERTIFIED FINANCIAL PLANNER™
Location
Long Beach, California, United States
Who is Michael Mcdaid, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Mcdaid, Cfp® is listed as Managing Director | Wealth Manager | CERTIFIED FINANCIAL PLANNER™ at RetirementDNA, based in Long Beach, California, United States. AeroLeads shows a work email signal at retirementdna.com, phone signal with area code 949, and a matched LinkedIn profile for Michael Mcdaid, Cfp®.
Michael Mcdaid, Cfp® previously worked as Managing Director | Wealth Manager at Retirementdna and Financial Advisor at Clg Wealth Management. Michael Mcdaid, Cfp® holds Bs, Finance from California State University-Long Beach.
Company email context
Email format at RetirementDNA
This section adds company-level context without repeating Michael Mcdaid, Cfp®'s masked contact details.
*@retirementdna.com
68% confidence
AeroLeads found 1 current-domain work email signal for Michael Mcdaid, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Michael Mcdaid, Cfp®
I primarily focus on comprehensive financial planning for business executives that are looking for a straightforward planning approach. After earning my undergrad in Finance, I spent 20+ years in semiconductor sales and sales management before transitioning into my role as a financial advisor in 2015 and earning my CERTIFIED FINANCIAL PLANNER™ designation in 2020. Having spent many years “on the outside”, I can relate to the challenges many professionals face trying to handle their personal finances while also managing their career and family obligations. In response, I have adopted a collaborative planning process that provides my clients a well-defined path toward reaching their financial goals.
Listed skills include Series 7, Series 66, Retirement Planning, Investment Strategies, and 10 others.
Current workplace
Michael Mcdaid, Cfp®'s current company
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4 roles
Michael Mcdaid, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Clg Wealth Management
Dec 2019 - Jul 2020
Sr. Financial Consultant
Dec 2016 - Dec 2019
Financial Advisor
Nov 2015 - Dec 2016
2 education records
Michael Mcdaid, Cfp® education
Bs, Finance
California State University-Long Beach
Certificate In Financial Planning/Cfp Education
Boston University Metropolitan College
FAQ
Frequently asked questions about Michael Mcdaid, Cfp®
Quick answers generated from the profile data available on this page.
What company does Michael Mcdaid, Cfp® work for?
Michael Mcdaid, Cfp® works for RetirementDNA.
What is Michael Mcdaid, Cfp®'s role at RetirementDNA?
Michael Mcdaid, Cfp® is listed as Managing Director | Wealth Manager | CERTIFIED FINANCIAL PLANNER™ at RetirementDNA.
What is Michael Mcdaid, Cfp®'s email address?
AeroLeads has found 1 work email signal at @retirementdna.com for Michael Mcdaid, Cfp® at RetirementDNA.
What is Michael Mcdaid, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 949 for Michael Mcdaid, Cfp® at RetirementDNA.
Where is Michael Mcdaid, Cfp® based?
Michael Mcdaid, Cfp® is based in Long Beach, California, United States while working with RetirementDNA.
What companies has Michael Mcdaid, Cfp® worked for?
Michael Mcdaid, Cfp® has worked for Retirementdna, Clg Wealth Management, Td Ameritrade, and Pacific Advisors.
How can I contact Michael Mcdaid, Cfp®?
You can use AeroLeads to view verified contact signals for Michael Mcdaid, Cfp® at RetirementDNA, including work email, phone, and LinkedIn data when available.
What schools did Michael Mcdaid, Cfp® attend?
Michael Mcdaid, Cfp® holds Bs, Finance from California State University-Long Beach.
What skills is Michael Mcdaid, Cfp® known for?
Michael Mcdaid, Cfp® is listed with skills including Series 7, Series 66, Retirement Planning, Investment Strategies, 401K Rollovers, Life Insurance, Executive Benefits Strategies, and Disability Insurance.
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