About Us

Since 1994, Michael D. Gattuso has been building relationships with clients, helping them achieve their financial and investment goals.  As an independent advisor, his loyalty belongs exclusively to his clients, not a parent company. Michael often describes himself as a "tailor," customizing a client's portfolio based on their personal goals, needs and comfort.

Michael's clients include non-profits, endowments, small business owners, physicians and of course, individual investors.   All clients are treated with the respect and the quality of service one deserves.  

With over 25 years experience, Michael has developed quite an extensive professional network of support and utilizes that to provide service and administration to his corporate retirement clients, and his estate and trust clients.

Michael prides himself on "giving back," and serves on several non-profit boards and is a benefactor to many charitable organizations, frequently as a proud sponsor of events and fundraisers.

Understanding the importance of family, Michael commits much of his free time to his family at home and in neighboring counties and states.  His greatest joy comes from making a difference in people's lives and their futures.

Michael is series 7, 63, and 65 licensed and has a California Life and Health Insurance License.