MICAH S. FRANKEL, CHFC®, CLU®, AIF®
Wealth Management Director
License: CA #0C44458
With over 20 years of experience in Family & Business Financial planning, and as a go-to resource for other financial & insurance professionals throughout Southern California, Micah has built success for clients and other advisors by combining experienced financial planning with meaningful relationships.
“I’m passionate about coaching others to organize their plans appropriately, make wise financial decisions throughout their lives, and together we share in the contentment that comes from knowing you’ve planned properly.”
In addition to being an Accredited Investment Fiduciary which allows Micah to plan for his clients in a capacity with the highest standard of care, that type of outlook is as much personality driven as it is a planning obligation.
“Accomplishing financial goals comes down to having made good decisions. I’ve found that if you share the pros and cons of various financial options, often times the right answer becomes obvious.”
EDUCATION & CERTIFICATIONS
Micah holds his AIF® (Accredited Institutional Fiduciary) designation, is a ChFC® (Chartered Financial Consultant), a CLU® (Chartered Life Underwriter), has completed the CFP® Certification Curriculum, holds his Series 6, 63, 7 & 66 licenses with Parkland Securities, LLC Member FINRA/SIPC and has his CA Insurance License #0C44458.
Micah graduated with High Honors from The University of Michigan and received his financial designations from the The American College of Financial Services.
Micah resides in San Clemente, CA with his high school sweetheart & wife Julie, their children Caleb & Nolan, 2 dogs, is a huge University of Michigan fan, chooses hiking over lounging, museums over shows, exploring over set plans, beer over wine & has a passion for history and teaching.