Michael Mcdaid, Cfp®

Michael Mcdaid, Cfp® Email and Phone Number

Managing Director | Wealth Manager | CERTIFIED FINANCIAL PLANNER™ @ RetirementDNA
Michael Mcdaid, Cfp®'s Location
Long Beach, California, United States, United States
Michael Mcdaid, Cfp®'s Contact Details

Michael Mcdaid, Cfp® personal email

n/a

Michael Mcdaid, Cfp® phone numbers

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.

Michael Mcdaid, Cfp®'s Current Company Details
RetirementDNA

Retirementdna

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Managing Director | Wealth Manager | CERTIFIED FINANCIAL PLANNER™
Michael Mcdaid, Cfp® Work Experience Details
  • Retirementdna
    Managing Director | Wealth Manager
    Retirementdna Jul 2020 - Present
    Escondido, California, Us
    View
  • Clg Wealth Management
    Financial Advisor
    Clg Wealth Management Dec 2019 - Jul 2020
  • Td Ameritrade
    Sr. Financial Consultant
    Td Ameritrade Dec 2016 - Dec 2019
    Omaha, Ne, Us
    View
  • Pacific Advisors
    Financial Advisor
    Pacific Advisors Nov 2015 - Dec 2016
    Irvine, Ca, Us
    View

Michael Mcdaid, Cfp® Skills

Series 7 Series 66 Retirement Planning Investment Strategies 401k Rollovers Life Insurance Executive Benefits Strategies Disability Insurance Long Term Care Insurance 401k Retirement Savings Plans Financial Planning Wealth Management Business Development Iras

Michael Mcdaid, Cfp® Education Details

  • California State University-Long Beach
    California State University-Long Beach
    Finance
  • Boston University Metropolitan College
    Boston University Metropolitan College
    Certificate In Financial Planning/Cfp Education

Frequently Asked Questions about Michael Mcdaid, Cfp®

What company does Michael Mcdaid, Cfp® work for?

Michael Mcdaid, Cfp® works for Retirementdna

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

Michael Mcdaid, Cfp®'s current role is Managing Director | Wealth Manager | CERTIFIED FINANCIAL PLANNER™.

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

Michael Mcdaid, Cfp®'s email address is mt****@****cox.net

What is Michael Mcdaid, Cfp®'s direct phone number?

Michael Mcdaid, Cfp®'s direct phone number is +194979*****

What schools did Michael Mcdaid, Cfp® attend?

Michael Mcdaid, Cfp® attended California State University-Long Beach, Boston University Metropolitan College.

What are some of Michael Mcdaid, Cfp®'s interests?

Michael Mcdaid, Cfp® has interest in Children, Health.

What skills is Michael Mcdaid, Cfp® known for?

Michael Mcdaid, Cfp® has skills like Series 7, Series 66, Retirement Planning, Investment Strategies, 401k Rollovers, Life Insurance, Executive Benefits Strategies, Disability Insurance, Long Term Care Insurance, 401k Retirement Savings Plans, Financial Planning, Wealth Management.

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