a registered investment advisor ria retirement & income specialist financial planner@ The Financial Coaching Group, Inc.
Michael Stokes
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California State University, Long Beach
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FlashIntel GPTMichael Stokes is the Founder and President of the Financial Coaching Group, a Registered Investment Advisor firm in California. With 25.8 years of experience, he has taught individuals and families on various aspects of financial and insurance planning. He is an independent Registered Investment Advisor holding a Series 65 license and a California and Utah licensed Insurance Advisor. Additionally, he is a native to Southern California and studied business finance at Long Beach State University. He has also worked in a private family transportation business and served as Chief Operation and Financial Officer. Outside of work, he enjoys spending time with his family and spending time with his family.
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Michael Stokes is the Founder and President of the Financial Coaching Group, a Registered Investment Advisor firm in California. Mike began his career in the financial services industry in 1998. For 21 years he has taught individuals and families on many aspects of financial and insurance planning. Mike is an independent Registered Investment Advisor holding a Series 65 license. He is also a California and Utah licensed Insurance Advisor. Mike is a native to Southern California and studied business finance at Long Beach State University. He worked for 13 years in a privately held family transportation business and was the Chief Operation and Financial Officer. Mike spends his spare time riding his bike, working out and enjoy family activities. He is a resident of Irvine, California. He is married to Arlene Stokes and they have 2 children.
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a registered investment advisor ria retirement & income specialist financial planner
President
Founder/president
Financial Services
Michael Stokes's Professional Milestones
- President (2009-05-01~): Built a successful startup from the ground up, establishing a strong reputation in the industry.
- Owner (2004-01-01~): Successfully expanded business operations across multiple regions, maximizing profitability and customer satisfaction.
Education
Skill
Retirement Planning
Strategic Financial Planning
Investments
Insurance
Retirement
Financial Advisory
Leadership
Estate Planning
Strategy
Iras
Management
Investment Advisory
Financial Planners
Mutual Funds
Small Business
Strategic Planning
401k
Money
Team Building
Sales
Financial Planning
Fixed Annuities
Finance
Portfolio Management
Financial Analysis
Asset Allocation
Wealth
Life Insurance
Wealth Management
Financial Services
Bonds
Investment Management
Personal Finance
Securities
Financial Goals
Trusts
Equities
Asset
401k Rollovers
Estate Tax Planning
Wealth Accumulation
Roth Ira
Asset Managment
Term Life Insurance
Alternative Investments
Long Term Care
Ira's
Insurance Planning
Annuities
Retirement Income Strategies
Certification
Colleagues
Arlene Stokes
Administrative Assistant
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Michael Stokes works for The Financial Coaching Group, Inc.
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Michael Stokes works in the industry of Financial Services
Michael Stokes's colleagues are Arlene Stokes
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