PROFESSIONAL PROFILE
Michael A. Bates, Financial Advisor.
Michael has been a financial advisor for 13 years. Michael excels at developing customized financial solutions for high net worth families, and advises clients in the areas of: Financial Planning, Wealth Management, and Estate Planning. He is firmly committed to building long-term relationships, and strives to deliver exceptional client service. Michael earned a degree in Finance from the California State University, San Bernardino. A life long Inland Empire resident, he lives in Corona with his wife and two boys, and is a huge Dodgers fan.
Jason M. Flanagan, Financial Advisor.
Jason has been working in financial planning and investment management since 2000. He focuses his talents on serving high net worth clients. He is responsible for the design and implementation of investment portfolios, as well as strategies to assist clients with comprehensive asset and liability management. Jason graduated from California State University, Fullerton with a degree in Finance. An Inland Empire native, he lives with his wife, Corina, and son, in Riverside. An avid sports fan, he follows the Angels and Chargers.