Michael W. Lahl, CFP®, ChFC®

Founding Partner, Chief Compliance Officer

Michael has been helping individuals and families achieve their financial goals for more than a decade.

His clients come from all walks of life and include business owners, middle aged couples, young professionals and retirees. Michael guides his clients through a process designed to align their financial choices with their most important goals and values, whether that is preparing for decades of financial independence in retirement, putting children through college, or leaving behind a legacy for the people or causes they care about. He then designs and helps his clients implement the strategies and plans so they can achieve their goals. 

Outside of work, he and his wife Kristina stay very busy with their four children. He's played the piano since he was 8 and still relishes every chance to sit down and play. He loves following almost anything sports related (including Warriors, 49 Niners and San Francisco Giants). During the summer the Lahl's can often be found enjoying the 4th generation family home at Lake Tahoe. 

He is a Certified Financial Planner®, (CFP) and Chartered Financial Consultant®, (ChFC).

Phone 925-476-4646