Michael D. McQuilkin

Michael D. McQuilkin

  • CFP
  • Partner
  • Senior PIM Portfolio Manager
Mike provides comprehensive investment planning. If we develop a successful working relationship, he will work with you to help achieve your goals.

For nearly two decades Mike has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Mike has dedicated his career to delivering the personalized investment planning services his clients deserve.

Mike began his career as a Certified Public Accountant working with individuals and Business Owners in the areas of personal and income tax planning (although he no longer offers these services). In 1988, Mike earned the CFP® certification by completing an approved educational program, passing a series of examinations and meeting stringent experience requirements. In addition, Mike completed the Masters in Taxation program with Golden Gate University in 1992

He developed his fundamental investment planning knowledge as a Financial Advisor with Merrill Lynch and Smith Barney in Costa Mesa, California. In 2007, He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors Financial Network, to provide more personalized financial advice for individuals and families.

Away from the office, Mike spends his free time with his wife, Kathy and their daughter, Kelsey. They like to travel and have visited many European countries, the Caribbean, Mexico, Alaska and Hawaii. In addition to Travel, they like to stay active, whether it’s finding a new favorite winery or taking regular trips to Lake Havasu, Arizona where they enjoy boating and the outdoors. Mike especially enjoys many genres of music and is learning to play the Guitar.

Mike is a Past Chairman of the Board of the Irvine Chamber of Commerce. He has also served as Treasurer and Board Member for Families Forward.

CA Insurance License Number: A626869. Resident State CA.