Bio
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Michael Minhas is a seasoned financial professional with over 15 years of experience in retirement planning, wealth management, and investments. He has worked with various companies, including Minhas Consulting, SC Distributors, Rittenhouse Investment Management, AXA Advisors, LPL Financial, and Ameriprise Financial. Michael holds a Bachelor of Arts degree in Finance from California State University-Fullerton.
With expertise in retirement planning, wealth management, finance, investments, and portfolio management, Michael provides strategic financial planning, investment advisory, and estate planning services to clients. He is based in Irvine, California.
Experience
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Minhas Consulting
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Irvine, California, United States
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Investment Consultant
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2021 - Present
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Irvine, California, United States
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SC Distributors
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Costa Mesa, CA
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Investment Sales
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2018 - 2020
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Costa Mesa, CA
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Rittenhouse Investment Management
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Irvine, CA
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Investment Advisor
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2014 - 2018
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Irvine, CA
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AXA Advisors, LLC
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Irvine, CA
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Financial Consultant
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2011 - 2014
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Irvine, CA
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LPL Financial
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Irvine, CA
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Independent Financial Advisor
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2008 - 2010
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Irvine, CA
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Ameriprise Financial
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Irvine, CA
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Advanced Financial Advisor
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2005 - 2008
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Irvine, CA
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Education
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2000 - 2004California State University-Fullerton - College of Business and Economics
B.A., Finance
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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