Mike has over 25 years of wealth advisory services experience and a deep background in investments, finance and taxation. He has a passion for helping others achieve their financial goals. During his career, he has worked with high net worth families and individuals to reach their financial goals by designing integrated financial plans and building customized investment portfolios. Mike founded Crow Creek Wealth in 2019 with the goal of building long term relationships with clients who can trust that their financial well-being is the focus at all times.
Prior to founding Crow Creek Wealth, Mike was a Vice President, Wealth Management Advisor with Fidelity Investments, where he advised the firm’s ultra-high net worth clientele, which included corporate executives, doctors, and founders of publicly traded companies. His experience includes comprehensive wealth management, financial planning, and estate planning to assets in excess of $1.3 billion.
Mike obtained his Financial Planning education through Northwestern University, he holds the Certified Wealth Strategist designation and is a member of the Financial Planning Association.
Mike and his wife, Robyn, live in San Ramon, California, with 2 kids in college and 2 still at home. He enjoys hiking, camping, fishing and various other outdoor activities. Mike has spent over 10 years as a Scout Master with the Boy Scouts of America and also coaches multiple sports in which his children participate.