Michael Prodromou, CFA, CFP®
Wealth Advisor
As a wealth advisor, Michael uses his investment knowledge and business acumen to deliver comprehensive and strategic financial plans to meet our client’s unique needs and objectives. He finds that the opportunity to provide meaningful value and financial peace of mind to our clients’ lives makes for an exceptionally fulfilling and rewarding career.
Designations and Education
- Chartered Financial Analyst® charterholder
- CERTIFIED FINANCIAL PLANNER™ professional
- B.S. in Business Administration with a concentration in Finance and a minor in Economics, California Polytechnic State University, San Luis Obispo
Personal Passion
Love anything and everything outdoors – skiing, golfing, hiking, camping, surfing. Travel – 80+ international cities and counting, including stints living in Barcelona and Krakow. Huge Bay Area sports fan. Movie/documentary buff. Enjoys playing poker and chess with friends.
