Michael Orzel

Alongside advising clients, Mike Orzel prioritizes portfolio management, trading, and operations, ensuring a seamless and efficient experience for everyone he supports. His ability to tackle challenges directly and provide clear solutions makes him an indispensable asset to both clients and colleagues.

Bringing a unique blend of expertise to his role, Mike began his career as a practicing attorney and member of the California Bar Association. This legal background, combined with his extensive experience in financial advising, gives him a well-rounded perspective on complex financial matters.

Outside of work, Mike enjoys walking on the beach and spending quality time with family and friends. His focus on clarity and balance enriches every aspect of his life and work.