Michael Treiberg,

CFP®, AIF®

MY BACKGROUND AND WHAT BROUGHT ME HERE…

I've always been fascinated by investments and financial planning. As a child, I spent countless hours with my grandfather reviewing stock prices in the newspaper and watching him log dividends and stock splits. Looking at his records over the years, I was amazed at the power of long-term investing.

After graduating from California Lutheran University with honors magna cum laude, I moved to Tucson from California to begin my career as a financial advisor in 1997. I started working for a Fortune 500 Company but soon realized that the only way I could be an objective, trusted advisor without the typical conflicts of interest was to become independent. In 2001, I left my comfortable position as an employee advisor to start my own investment advisory firm built on trust, discipline, attention to detail, and always putting our clients’ interests first. I am very proud of our team and feel lucky to work with them every day to help our clients reach their goals.

OUTSIDE THE OFFICE…

When I'm not in the office, I enjoy spending time with my family. My wife and I met in high school in a small town in Northern California where we both grew up. We love to be active in various sports and enjoy exploring Arizona. We also enjoy RVing when we can get away for a few days. Our daughter keeps us busy with her softball practices and games. On the weekends, you may find me at car shows admiring classic cars (I have a particular passion for mid-60s GTOs!).

A FEW UNIQUE FACTS ABOUT ME…

During college, I worked as a lumberjack in the woods of Northern California. It was a stark contrast to my daily work schedule now, but it taught me the value of hard work and perseverance.

I've also had the opportunity to travel abroad to many interesting places, including Israel, Greece, Russia, Ukraine, Estonia, China, Hong Kong, Armenia, Italy, Finland, Sweden, Switzerland, France, and England.

PROFESSIONAL FACTS…

As a Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary® (AIF®), Retirement Income Certified Professional® (RICP®), Chartered Financial Consultant® (CHFC®), and Chartered Life Underwriter® (CLU®), I prioritize ongoing education and staying at the forefront of industry knowledge. I hold Financial Industry Regulatory Authority (FINRA) Series 6, 7, 24, 31, 63, and 66 licenses, as well as an Arizona Insurance License. I'm also a member of the Financial Planning Association® (FPA®).

Our sole purpose is to provide clarity and financial success to our clients while making what can be complicated as simple as possible. We seek to treat all clients like family and strive to provide a service experience that is second to none. It is my honor and privilege to be the trusted advisor to a select group of families and individuals.

Attainment of the CFP® designation demonstrates understanding of the CFP Board’s high level of competency, ethics and professionalism. Because they are held to a fiduciary standard of care when providing financial planning services.

Attainment of the AIF® designation demonstrates understanding of the Prudent Practices® and methodology.

RICP® conferred by the American College.

AS SEEN ON...

¹ Series 6, 7, 24, 31, 63 are held with LPL Financial and the 66 is held with Treiberg Wealth Management.