Michael Hobson, has about 20 years of experience in the financial services arena, of which he originally started as a Teller, then Banker and at the ripe old age of 21 took was promoted into the role of Financial Advisor with Washington Mutual Bank. His exposure to a diversified scope of financial services provides him with an edge to better understand the holistic dynamics of the overall financial services discipline.
As a Financial Advisor at Wells Fargo Advisors, Michael helps manage client assets in an advisory capacity for both individuals/families and institutions. In this role, he keeps himself abreast of the latest developments in the global economy in an effort to determine his overall investment direction and strategy. His main focus is on his clients’ life goals and collaboration with them to help them realize their true potential. To this effect, the investment and wealth planning is not limited to just investment and risk management, and retirement planning but it also, with easy access to our affiliates in relevant specialties, transcends to such areas as estate, business advisory, lending, and tax management.
His range of specialized services includes: holistic investment and wealth planning, retirement planning, 401(k) management, IRA/SEP IRA roll over, fixed income, income and growth securities, concentrated stock positions, comprehensive asset management, life insurance, complementary strategies, and sector-diversified portfolio construction.