Mike Kish, CFP®, CRPC®

Bio

Mike Kish is a financial planner and Partner with Oakwood Wealth Partners.  As a CERTIFIED FINANCIAL PLANNER^TM practitioner (CFP®) & Investment Advisor Representative, Mike puts his clients’ objectives first in all circumstances.  He began his career with Osaic Wealth (formerly Lincoln Financial Advisors) in 2010 as a Paraplanner where he worked with Lincoln’s extensive network of financial professionals across the country creating and implementing financial plans and solutions.  Mike believes in bringing a holistic approach to financial planning and his clients.  The use of comprehensive analysis sits at the core of his approach to all his clients' planning needs.  Through planning, Mike delivers professional recommendations tailored to the specific needs and objectives of his clients.  From his local office in Irvine, California, Mike and his team offer quality investment and insurance products and services. 

Mike earned a B.A. in Economics and a B.S. in Business Administration with a concentration in Finance from California State University Long Beach. During his tenure at Long Beach State University, Mike was selected to participate in the Student Managed Investment Fund (SMIF) where he performed security analysis and portfolio construction while managing the program’s three portfolios.  Mike believes continuing education and life-long learning are critical components in the ever-changing industry of financial planning.  Mike is a member of the Orange County California chapter of the Financial Planning Association (FPA) where he attends various industry events throughout the year.  Including various additional professional qualifications, he has studied and achieved the CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner certification and the Chartered Retirement Planning Counselor^SM (CRPC®) designation from the College for Financial Planning.  Mike is a lifelong resident of Southern California.  When not working, he enjoys being outdoors with family.  Kristin, Carson, Levi, & Mike enjoy hiking, gardening, golfing, camping, and surfing.