With over 25 years of experience helping investors manage their wealth, Michael has gained valuable insights into what drives him, finding his greatest joy in guiding individuals to discover their full potential and passions. Throughout his career, he has collaborated with a wide range of highly successful individuals but noticed that many were using ineffective strategies that led to common mistakes and underperformance. This realization motivated him to continuously learn and improve, earning his prestigious CMT (Chartered Market Technician) designation in 2007 to further enhance his expertise. Through education, Michael empowers others to improve their financial management skills while recognizing the immense value of his experience. Outside of work, Michael is passionate about markets, music, sailing, and fostering self-awareness, with early experiences shaping his understanding of what truly resonates with him and driving his commitment to both personal growth and professional excellence.
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Beneficiary Liquidity Plan
QPRt
21st Century Trust Funding Method
NOT just for Millionaires and Billionaires
