Michael A. Spieler
Owner & President
My path towards becoming a financial advisor actually started when I was 8 years old and my dad took me to open my first bank account. My love of money, investing and saving began the moment I realized I could earn money by saving it. After college and while earning my MBA, I spent 14 years in corporate America in both US and Worldwide finance positions. In 2006, I decided to finally return to my first love and use my passion and talent for helping people with their personal finances. At that time, I joined Sherpa Financial Advisors as a wealth manager and financial advisor. Then in 2010, after 4 years of building relationships with the clients I had come to know and value, I purchased the business. I now continue to operate as the owner and primary wealth manager for the firm.
I earned my MBA from Chapman University in Orange, California in 2001 and my B.A. in Business Administration, with an emphasis on Financial Management, in 1991 from California State University at Fullerton. From 2007-2010 I attended the College for Financial Planning where I completed all 5 courses as part of their education program. I also earned the Certified Kingdom Advisor (CKA) designation in 2015 after completing a comprehensive, 21 module, financial planning program.
My wife, Kristin, and I were married in 2003 and have two daughters and one son. When I’m not working or spending time with my family, I enjoy playing softball, golfing, reading and cooking (read my blog for some great food and money recipes!).
Michael Spieler is a FINRA Registered Representative (Series 7/66) CA, AZ, CO,FL, GA, MD, ME, MI, NC, TX, VA, WA; California Insurance License #0F54740.
E-mail Michael at firstname.lastname@example.org