Financial Advisor I LPL Registered Principal
Hello, I’m Mike Fuller. I have been on the Central Coast since 1969 and attended Cal Poly. I’ve started several businesses in the area, and have also built several homes, so I have a special place in my heart for the challenges of business owners and entrepreneurs. It became increasingly important to me to give back to the community and assist others in creating and managing personal and business wealth. Thus, I started my financial career in 1996.
Built on the principles of availability, customer service, and attention to personal needs, I am extremely grateful to the many referrals I have received from helping clients navigate through challenging markets over the years, while growing their wealth during the good times. I also take great pride in providing creative financial strategies to complex situations for both small family planning as well as high net worth clients.
*Charitable giving has become an area of emphasis for me over the years. If this is important to you as well, or if you are just looking for innovative tax mitigation strategies, I hope you’ll give me a call. Most people are not aware of the many benefits available in this arena, not only for the recipients but for the givers as well. It is best to discuss this before just giving. Let me help!
I believe the cornerstone of a successful client/advisor relationship is the mutual trust and respect that tends to develop over time. The more I learn about you, the more comprehensive investment management, risk analysis, and estate planning I can deliver you, whether you are a retiree, individual, family, or business. Regardless of your stage of life or financial situation, I can help develop a plan to serve your various needs.
In my free time, I enjoy fishing, backpacking, camping, and hiking. I also enjoy the real estate market, being involved with Grace Bible Church, and spending time with my wife Rachel and three lovely daughters.
Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.