Background & Credentials
- CERTIFIED FINANCIAL PLANNERTM
- Chartered Financial Consultant®
- MBA, University of San Francisco
- Co-Founder, Investment Advisor, Financial Planning & Consulting at Holden Hall Wealth Management
- Financial Advisor at Western International Securities, MCM Wealth, GBS Financial, and Morgan Stanley
- Tax Professional at Holden & Company CPAs and Linkenheimer CPAs & Advisors
Michael began his career as a financial advisor in 1992, and like many of us experienced the dramatic rise of the stock market throughout the 90’s, only to have a portion of it wiped out during the bear market that began in 2000. That experience was the beginning of a journey to find a better investment approach focused on downside market protection. The result was an investment strategy that he continues to use today that has reduced downside volatility during the various stock market declines since that time, especially the bear markets that began in 2008, 2020, and 2022.
Michael has a broad base of financial management experience in both large and small firms working with families, individuals, and businesses. He is a co-founder of Core Wealth Partners and is leading the financial planning effort of the firm.
His community involvement includes coaching youth sports and leading a local scout troop. He has also served on several non-profit boards as well as treasurer for churches he has attended.
Michael is a life-long resident of Sonoma County and is married with four children. He enjoys spending time with his wife Beth and their children doing various outdoor activities including skiing, mountain biking, backpacking, and camping.