Michael B. Privett CLU, ChFC
Mike has more than 23 years of experience in the financial services industry. He is responsible for business development and managing client relationships and all client financial planning activities. Mike has extensive experience in insurance planning, estate planning, executive benefits, investment management, and developing comprehensive financial solutions for individuals and businesses.
Mike resides in Coronado with his wife, Robin, and their three children, David, Sallie, and Mollie. In his free time, Mike has a passion for golf in addition to hiking, biking, and remaining active in his rotary club.
It is important for Mike to give back to his community. He has been a director/officer in the Coronado Rotary Club and is also active in the San Diego Big Brothers program.