Business Owners
Don't let your business be your only retirement plan. Build personal wealth outside your business. When selling your business, start early.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Physicians & Healthcare
A high income creates opportunity, not security. Turn today's earnings into long-term financial independence.
Retirees or Seniors
Retirement isn't just about assets. It's about creating reliable income and confidence for the years ahead.
Major Milestones I Specialize In
Divorce Planning
Don't make permanent financial decisions based on temporary emotions. Understand the long-term impact first.
Early Retirement or Financial Independence
Financial independence isn't about stopping work. It's about having the freedom to choose how you spend your time.
Sudden Wealth or Inheritance
Take time before making major decisions. A thoughtful plan can help turn an inheritance into lasting opportunity.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I believe financial planning is about much more than investments. My role is to help clients make confident financial decisions by looking at the full picture of their lives, including retirement planning, tax strategies, risk management, estate planning, business planning, and major life transitions. What sets my practice apart is a comprehensive and highly personalized approach. I work closely with my clients and often collaborate with their attorneys, accountants, and other professionals to help ensure all aspects of their financial lives are aligned. Whether a client is preparing for retirement, navigating a divorce, selling a business, caring for aging parents, or building a legacy for future generations, I strive to serve as a trusted advisor and resource throughout the process. Clients can expect a thoughtful, relationship-driven experience built on communication, education, and proactive planning. I take the time to understand what matters most to each client, explain complex topics in clear terms, and develop strategies tailored to their unique goals and circumstances. My objective is to simplify financial complexity, help clients avoid costly mistakes, and provide clarity so they can focus on what is most important to them. At the core of my practice is a commitment to long-term relationships. I want my clients to feel informed, supported, and confident knowing they have an advisor who is looking out for their best interests and helping them navigate life's important financial decisions.
Disclosures
CA Insurance Lic.# 4104329 Michael Resnick offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offers investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offers annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC). Representatives may transact business only in state(s) in which they are properly registered and/or licensed. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. AGE-9140054.1(10/26)(exp.10/30)
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.