Michael G. Tate, CFP®Managing PartnerCA Insurance License: #0B01142

Michael G. Tate, CFP®
Managing Partner

CA Insurance License: #0B01142

Wealth Advisor Investment Advisor Representative

Michael G. Tate (Mike) has been in the financial services industry for 28 years. He is a graduate of the University of California, Berkeley and holds postgraduate degrees from Indiana University Bloomington.

Mike began his career with Cigna Financial Services, San Francisco, CA in 1986. His practice specializes in retirement design, portfolio management, estate planning, and wealth transfer.

Mike is very active in community service with an emphasis on educational outreach. He has served as mentor to the Eastside Academy, Palo Alto, and plans to continue his support for college bound youth programs in the Bay area.