Michael  McDaid,  CFP<sup>&reg;</sup> - Financial Advisor

Michael McDaid, CFP®

Wealth Manager

RetirementDNA

533 S. Vinewood St.
Escondido, CA 92029
FINANCIAL ADVISOR'S WEBSITE
858-216-4144 x822

General

Michael McDaid is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RetirementDNA in Escondido, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA

Broker-Dealer Affiliation

Triad Advisors LLC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Personal Taxes

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