Michael Biggica

Specialties

Michael is an independent financial planner who designs custom financial plans. His process is transparent, flexible, informative, easy to digest and enjoyable. He guides clients in navigating a path that bridges three critical elements: Know where you are financially, where you want to be, and how you intend to get there. The customized financial plan integrates protection, safety and growth, building a foundation for long-​term wealth.

Clients that typically benefit through this partnership include families, time-​constrained professionals, those in career transition, employees with equity stock compensation plans or those less familiar with the finance world who can use a partner/​coach.

Common questions addressed include:

— Is my portfolio diversified and tax-​efficient?

— What kind of insurance might I need and how much?

— Am I on track for retirement?

— How can I best fund my child’s education?

— Should I buy or rent a home?

History

Established in 1942.

Michael has helped individuals, families, and small businesses develop customized financial programs and investment strategies tailored to each client’s values and objectives. Having no proprietary products, he is able to objectively select from the broad universe of products to develop and implement the financial strategies necessary to effectively assist clients in achieving their objectives.

Meet the Business Owner

Michael B.

Business Owner

A native New Yorker, Michael moved to the Bay Area in 2011. Living and working in two major metropolises, San Francisco and New York City, he understands the complexities of managing a busy lifestyle among a high cost of living environment.

Michael has 15 years of experience in the financial industry, including a decade in investment banking. He understands that organizing, evaluating and monitoring all facets of our finances takes time that many us do not have. As such, his focus is to serve as your personal financial advocate and make your goals a priority.

The most rewarding part of his role is getting clients to understand what it is they want and need of their own lives, uncovering their potential, and giving them a map towards getting there. This has built long-​lasting, meaningful relationships throughout his career.