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Michael G. Thompson, CPA/PFS

Michael G. Thompson, CPA/PFS

Registered Representative

Mike takes pride in helping his clients and their families make better financial decisions.  He works mostly with owners of small businesses, retirees, and soon-to-be retirees.  IRA rollover matters is another key area that Mike helps his clients with.  Holds Series 7 & 66 licenses.  CA Insurance license 0D13637.  Member Ed Slott Master Elite IRA Advisors

BRANCH OFFICE:  630 N San Mateo Drive, San Mateo, CA  94401