Michael Septimo, CF2

About Michael Septimo

Michael Septimo’s emphasis on obtaining a comprehensive understanding of clients' financial situations before providing solutions reflects his dedication to their long-term success. A favorite quote of his, 'Failing to plan is planning to fail,' underscores his belief in proactive and strategic financial planning.
 
As a Certified Financial Fiduciary®, Michael is steadfast in his commitment to prioritize his clients' best interests above all else. This ethical standard drives his mission to simplify his clients' financial lives and establish himself as a trusted and lasting advisor. With tailored strategies spanning retirement planning, investments, wealth preservation, and legacy planning, Michael empowers individuals to navigate their financial futures with confidence and clarity.
 
Michael is a father of two beautiful children and a husband to his beautiful wife. He graduated from the Santa Rosa Junior College and Sonoma State University with his major in Communication studies. He prides in being a product of Sonoma County.