What does financial success look like to you?
Financial success, to me, would be the point in which one is providing for oneself financially. Financial Independence would be the point one has accumulated enough resources to provide for their standard of living over a reasonable life expectancy.
What is your favorite part about your role?
As a holistic planner, there are many hats we must wear. Above them all there are a few ‘parts’ of my role that are very enjoyable: working alongside Mike Lockwood in helping our client’s financial futures, mentoring our younger advisors, and mostly the relationships developed over time with our clients.
What is the best advice you've ever been given?
Tough question. I can say my most memorable advice given was happy wife, happy life!
How do you like your coffee?
Mike Kish is a financial planner and Partner with Oakwood Wealth Partners. As a CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) & Investment Advisor Representative, Mike has a fiduciary* duty to his clients. By being a fiduciary, Mike puts his clients’ objectives first in all circumstances. He began his career with Lincoln Financial Advisors Corp. in 2010 as a Para-Planner 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 designation and the Chartered Retirement Planning CounselorSM (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.
*Only to the extent that I am providing you with investment advisory services, including either comprehensive financial planning services or ongoing investment advice as part of an LFA investment advisory program pursuant to a written agreement and related disclosures that describe this investment advisory relationship, I am acting in a fiduciary capacity under the federal securities law, in particular the Investment Advisers Act of 1940.