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Michael Ginsberg, Cfp, Jd profile image

Michael Ginsberg, Cfp, Jd

Certified Financial Planner(Tm) at Ginsberg Financial Strategies
Intro Book
Seasoned financial expert with 25+ years of experience in retirement planning and wealth management.
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Location
Walnut Creek, California, United Stat...
Skills
  • Retirement Planning
  • Retirement
  • Financial Planning
  • Wealth Management
  • Strategic Financial Planning
  • Show all
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Bio

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Michael Ginsberg, CFP, JD, is a seasoned financial expert with 25+ years of experience in retirement planning, wealth management, and leadership. He has a strong background in financial planning, investments, and alternative investments. Ginsberg has held various roles, including Certified Financial Planner at Ginsberg Financial Strategies and Financial Advisor at New England Financial. He is also a Board Member at American Committee for Shaare Zedek and a volunteer at CASA of Contra Costa County.

Experience

  • Ginsberg Financial Strategies
    • Certified Financial Planner(Tm)
  • Ginsberg Financial Strategies
    • Certified Financial Planner(TM)
      • Jan 1999 - Present

      I design portfolios that manage volatility by using alternative investments, such as private real estate, private credit, and private equity. Historically these types of alternative investments offer higher returns with lower volatility risks.

    • Certified Financial Planner at Ginsberg Financial Strategies
      • Jan 1999 - Present

      As a Certified Financial Planner™ and a former Real Estate and Estate Planning Attorney, with over 25 years of personal business and investment experience, I have both the book knowledge and the real-life experiences to benefit my clients. With a specialization in Retirement Income Planning, I create personalized plans which give my clients the best opportunity to achieve their envisioned retirements. My success is based on my long history and focus on client service, a sound investment strategy that focuses on managing portfolio volatility, using alternative investments, and innovative products and services.

  • CASA of Contra Costa County
    • Walnut Creek, CA
    • Volunteer
      • Apr 2013 - Apr 2019
      • Walnut Creek, CA

      Support and advocate for foster youth.

  • BNI-Diablo Networking Circle
    • Member
      • 2011 - Mar 2017

      Member of the Leadership Team

  • O'Donnell Financial Group
    • Financial Advisor
      • Apr 2010 - Aug 2011

      Financial Advisor - Certified Financial Planner

  • New England Financial
    • Financial Advisor
      • Oct 2008 - Apr 2010

      Certified Financial Planner and Worksite Financial Educator

  • Junior Achievement of Northern California
    • Volunteer and Past Advisory Board Member
      • Mar 2001 - Feb 2009

      Volunteer in the classroom and Board Member

  • The Mortgage Practice
    • President, Mortgage Planner
      • Mar 2002 - Apr 2008

      Founder and Mortgage Planner

  • American Committee for Shaare Zedek
    • Board Member
      • 2006 - 2008

      Board Member

Education

  • 1987 - 1990
    Whittier Law School
  • 1980 - 1983
    University of Southern California

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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