Financial Advisor Profile

Michael Mills

Financial Advisor, SDCCU Investment Services - CA Insurance LIC# 0771771

About Me

I began my career 30 years ago as an advisor with Cal Fed, where I learned what it takes to be a good, effective financial advisor. After my time at Cal Fed, I briefly transitioned out of my role as a financial advisor and accepted a position as a wholesaler working for Mass Mutual. I enjoyed my time at Mass Mutual, but deep down I felt drawn back to working with clients in offering sound financial advice. In 2008 (not the best year for a change), I once again became a financial advisor with Washington Mutual. Even though 2008 was a tricky time to be an advisor, I enjoyed being back on the same side of the table as my clients. When Washington Mutual was bought out by a large Wall Street firm, I decided that wasn’t for me. I was drawn to the local, community feel that SDCCU offered and accepted a position with SDCCU Investment Services in 2012.

I assist our members to pursue their financial goals by matching each client with risk appropriate investment products and services. While I have over 30 years of experience in all areas of investment services, my passion lies in retirement planning. I believe saving for retirement for a specific goal need not be overly complicated. The combination of time and a solid investment plan, that could be altered if necessary, is all that is required.

On a personal note, I can often be found enjoying a round of golf with friends and enjoying the sporting excellence that the great state of Ohio offers. That being said, all of those hobbies have been put on hold recently and I can be found spending all of my spare time with my new grandson and our growing family.

What Makes Me Different

I am open and empathetic and I focus on making people feel as comfortable as possible. I have a unique ability to break down complex topics to make them simple and easier to understand. When you leave a meeting with me, you will feel comfort in knowing you were heard and that the recommendations will be tailored to fit your unique needs.

Education & Professional Certifications

• Attended University of Akron and majored in business finance and marketing
• FINRA Series 6, 7 and 66 held through LPL Financial
• CA Insurance License #771771

Branches Served

Carlsbad and Vista

Services Include

Comprehensive Financial Planning
Wealth Management
Retirement Analysis
Life Insurance & Long Term Care Planning
Small Business & Corporate Retirement Plans

Services Include

Comprehensive Financial Planning
Wealth Management
Retirement Analysis
Life Insurance & Long Term Care Planning
Small Business & Corporate Retirement Plans

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

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